Uma Financial Services, Inc. Schwab Strategic Tr Us Broad M Transaction History

Uma Financial Services, Inc.

  • $514 Million
  • Q2 2024

A detailed history of Uma Financial Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,404 shares of SCHB stock, worth $471,042. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,404
Previous 7,404 -0.0%
Holding current value
$471,042
Previous $452,000 2.88%
% of portfolio
0.09%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
SELL
$47.61 - $55.91 $22,805 - $26,780
-479 Reduced 6.08%
7,404 $412,000
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $18,596 - $20,088
-375 Reduced 4.54%
7,883 $392,000
Q1 2023

Apr 20, 2023
BUY
$44.47 - $49.23 $62,258 - $68,922
1,400 Added 20.41%
8,258 $395,000
Q2 2022

Aug 02, 2022
BUY
N/A
60 Added 0.88%
6,858 $331,000
Q1 2022

May 05, 2022
BUY
N/A
1,540 Added 29.29%
6,798 $344,000
Q4 2021

Jan 11, 2022
BUY
N/A
32 Added 0.61%
5,258 $581,000
Q3 2021

Oct 19, 2021
SELL
N/A
-92 Reduced 1.73%
5,226 $564,000
Q1 2021

Apr 06, 2021
SELL
N/A
-30 Reduced 0.56%
5,318 $527,000
Q4 2020

Feb 19, 2021
SELL
N/A
-985 Reduced 15.55%
5,348 $514,000
Q3 2020

Nov 04, 2020
SELL
N/A
-561 Reduced 8.14%
6,333 $500,000
Q2 2020

Aug 11, 2020
BUY
N/A
690 Added 11.12%
6,894 $551,000
Q1 2020

Apr 23, 2020
SELL
N/A
-4,383 Reduced 41.4%
6,204 $406,000
Q4 2019

Jan 14, 2020
SELL
N/A
-2,921 Reduced 21.62%
10,587 $829,000
Q3 2019

Nov 26, 2019
BUY
N/A
13,508 New
13,508 $1.01 Million

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
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More about SCHB
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