Twele Capital Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Twele Capital Management, Inc.

  • $441 Million
  • Q2 2024

A detailed history of Twele Capital Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Twele Capital Management, Inc. holds 9,909 shares of SCHB stock, worth $630,410. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,909
Previous 10,053 1.43%
Holding current value
$630,410
Previous $613,000 1.47%
% of portfolio
0.14%
Previous 0.14%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
SELL
$57.57 - $63.3 $8,290 - $9,115
-144 Reduced 1.43%
9,909 $622,000
Q1 2024

Apr 12, 2024
BUY
$54.61 - $61.05 $1,037 - $1,159
19 Added 0.19%
10,053 $613,000
Q4 2023

Jan 16, 2024
SELL
$47.61 - $55.91 $3,189 - $3,745
-67 Reduced 0.66%
10,034 $558,000
Q3 2023

Oct 12, 2023
SELL
$49.59 - $53.57 $92,683 - $100,122
-1,869 Reduced 15.61%
10,101 $503,000
Q2 2023

Jul 24, 2023
BUY
$47.08 - $51.7 $1,412 - $1,551
30 Added 0.25%
11,970 $618,000
Q1 2023

Apr 25, 2023
SELL
$44.47 - $49.23 $15,697 - $17,378
-353 Reduced 2.87%
11,940 $571,000
Q4 2022

Jan 30, 2023
BUY
$43.88 - $47.81 $12,988 - $14,151
296 Added 2.47%
12,293 $550,000
Q3 2022

Oct 26, 2022
BUY
N/A
6 Added 0.05%
11,997 $504,000
Q2 2022

Jul 19, 2022
BUY
N/A
45 Added 0.38%
11,991 $530,000
Q1 2022

Apr 14, 2022
BUY
N/A
5,646 Added 89.62%
11,946 $638,000
Q4 2021

Jan 26, 2022
SELL
N/A
-1,608 Reduced 20.33%
6,300 $712,000
Q3 2021

Oct 21, 2021
SELL
N/A
-187 Reduced 2.31%
7,908 $821,000
Q2 2021

Jul 20, 2021
SELL
N/A
-730 Reduced 8.27%
8,095 $844,000
Q1 2021

Apr 20, 2021
BUY
N/A
139 Added 1.6%
8,825 $853,000
Q4 2020

Jan 22, 2021
SELL
N/A
-455 Reduced 4.98%
8,686 $790,000
Q3 2020

Oct 14, 2020
BUY
N/A
18 Added 0.2%
9,141 $728,000
Q2 2020

Jul 20, 2020
SELL
N/A
-908 Reduced 9.05%
9,123 $670,000
Q1 2020

Apr 16, 2020
BUY
N/A
447 Added 4.66%
10,031 $606,000
Q4 2019

Jan 23, 2020
SELL
N/A
-723 Reduced 7.01%
9,584 $737,000
Q3 2019

Oct 17, 2019
BUY
N/A
472 Added 4.8%
10,307 $732,000
Q2 2019

Jul 18, 2019
BUY
N/A
139 Added 1.43%
9,835 $694,000
Q1 2019

Apr 16, 2019
SELL
N/A
-717 Reduced 6.89%
9,696 $660,000
Q4 2018

Jan 17, 2019
BUY
N/A
132 Added 1.28%
10,413 $624,000
Q3 2018

Oct 23, 2018
SELL
N/A
-98 Reduced 0.94%
10,281 $724,000
Q2 2018

Jul 20, 2018
BUY
N/A
814 Added 8.51%
10,379 $685,000
Q4 2017

Jan 22, 2018
BUY
N/A
2,274 Added 31.19%
9,565 $617,000
Q3 2017

Oct 16, 2017
BUY
N/A
7,291
7,291 $444,000

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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