Vaughan David Investments LLC Schwab Strategic Tr Us Broad M Transaction History

Vaughan David Investments LLC

  • $4.35 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023
BUY
$44.47 - $49.23 $615,909 - $681,835
13,850 New
13,850 $663,000
Q1 2022

May 09, 2022
SELL
$49.15 - $56.85 $385,680 - $446,101
-7,847 Closed
0 $0
Q3 2021

Nov 04, 2021
SELL
$51.32 - $54.83 $37,720 - $40,300
-735 Reduced 8.56%
7,847 $815,000
Q2 2021

Aug 11, 2021
BUY
$48.92 - $52.14 $94,024 - $100,213
1,922 Added 28.86%
8,582 $895,000
Q1 2021

May 14, 2021
BUY
$44.89 - $48.81 $67,739 - $73,654
1,509 Added 29.3%
6,660 $644,000
Q4 2020

Feb 12, 2021
BUY
$39.03 - $45.5 $54,642 - $63,700
1,400 Added 37.32%
5,151 $469,000
Q2 2020

Aug 07, 2020
BUY
$28.84 - $38.49 $108,178 - $144,375
3,751 New
3,751 $276,000
Q1 2020

May 13, 2020
SELL
$26.18 - $40.44 $191,192 - $295,333
-7,303 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$34.47 - $38.58 $36,779 - $41,164
1,067 Added 17.11%
7,303 $561,000
Q3 2019

Nov 13, 2019
SELL
$35.32 - $36.13 $69,156 - $70,742
-1,958 Reduced 23.9%
6,236 $443,000
Q2 2019

Aug 14, 2019
BUY
N/A
3,469 Added 73.42%
8,194 $578,000
Q1 2019

May 08, 2019
BUY
N/A
4,725 New
4,725 $322,000

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
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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