Values Added Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Values Added Financial LLC holds 36,303 shares of SCHB stock, worth $2.31 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
36,303
Previous 36,409 0.29%
Holding current value
$2.31 Million
Previous $2.03 Billion 9.34%
% of portfolio
1.73%
Previous 1.66%

Shares

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

Apr 25, 2024
SELL
$54.61 - $61.05 $5,788 - $6,471
-106 Reduced 0.29%
36,303 $2.22 Billion
Q4 2023

Jan 18, 2024
BUY
$47.61 - $55.91 $30,994 - $36,397
651 Added 1.82%
36,409 $2.03 Billion
Q3 2023

Oct 19, 2023
SELL
$49.59 - $53.57 $82,815 - $89,461
-1,670 Reduced 4.46%
35,758 $1.78 Billion
Q2 2023

Jul 24, 2023
BUY
$47.08 - $51.7 $1.76 Million - $1.94 Million
37,428 New
37,428 $1.94 Billion

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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