Vanguard Personalized Indexing Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Vanguard Personalized Indexing Management, LLC

  • $6.46 Billion
  • Q4 2024

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 19,316 shares of SCHB stock, worth $414,135. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,316
Previous 6,735 186.8%
Holding current value
$414,135
Previous $448,000 2.23%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $276,907 - $840,662
12,581 Added 186.8%
19,316 $438,000
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $9,528 - $10,576
159 Added 2.42%
6,735 $448,000
Q2 2024

Aug 12, 2024
SELL
$57.57 - $63.3 $172 - $189
-3 Reduced 0.05%
6,576 $413,000
Q1 2024

May 09, 2024
SELL
$54.61 - $61.05 $2.11 Million - $2.36 Million
-38,624 Reduced 85.45%
6,579 $401,000
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $2.15 Million - $2.53 Million
45,203 New
45,203 $2.52 Million
Q4 2022

Feb 10, 2023
BUY
$41.94 - $47.81 $59,303 - $67,603
1,414 Added 14.28%
11,314 $506,000
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $527,982 - $636,621
-12,574 Reduced 55.95%
9,900 $416,000
Q2 2022

Aug 09, 2022
SELL
$42.93 - $53.98 $8,242 - $10,364
-192 Reduced 0.85%
22,474 $993,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $739,805 - $855,706
15,052 Added 197.69%
22,666 $1.21 Million
Q2 2021

Aug 11, 2021
BUY
$48.92 - $52.14 $489 - $521
10 Added 0.13%
7,614 $794,000
Q4 2020

Jan 20, 2021
BUY
$39.03 - $45.5 $296,784 - $345,982
7,604 New
7,604 $692,000
Q4 2020

Jan 19, 2021
SELL
$39.03 - $45.5 $170,912 - $199,244
-4,379 Closed
0 $0
Q3 2020

Oct 26, 2020
BUY
$36.93 - $42.52 $161,716 - $186,195
4,379 New
4,379 $349,000

About SCHWAB STRATEGIC TR US BROAD M

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  • Ticker SCHB
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