Us Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Us Financial Advisors, LLC holds 3,476 shares of SCHB stock, worth $80,851. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,476
Previous 3,476 -0.0%
Holding current value
$80,851
Previous $218,000 5.96%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $189,824 - $212,209
3,476 New
3,476 $212,000
Q2 2021

Aug 10, 2021
SELL
$48.92 - $52.14 $2.62 Million - $2.8 Million
-53,647 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$44.89 - $48.81 $190,962 - $207,637
4,254 Added 8.61%
53,647 $5.19 Million
Q4 2020

Feb 18, 2021
BUY
$39.03 - $45.5 $1.93 Million - $2.25 Million
49,393 New
49,393 $4.49 Million

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
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 Us Financial Advisors, LLC Portfolio

Follow Us Financial Advisors, LLC 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 Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email