Triad Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 4,510 shares of SCHB stock, worth $96,694. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,510
Previous 4,510 -0.0%
Holding current value
$96,694
Previous $233,000 3.86%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $189,149 - $215,623
4,510 New
4,510 $202,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $193,614 - $243,449
-4,510 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $110,833 - $128,196
2,255 Added 100.0%
4,510 $241,000
Q4 2021

May 09, 2022
BUY
$51.87 - $56.86 $116,966 - $128,219
2,255 New
2,255 $255,000

Others Institutions Holding SCHB

# of Institutions
1,268
Shares Held
484M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email