Vickerman Investment Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Vickerman Investment Advisors, Inc.

$356 Million
Q4 2024

A detailed history of Vickerman Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vickerman Investment Advisors, Inc. holds 18,704 shares of SCHB stock, worth $401,013. This represents 0.12% of its overall portfolio holdings.

Number of Shares

18,704

Previous 6,094 206.92%

Holding current value

$401,013

Previous $405,000 4.69%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.01 - $66.82 $277,546 - $842,600	12,610 Added 206.92%	18,704 $424,000
Q3 2024 Oct 31, 2024	BUY	$59.93 - $66.52 $2,277 - $2,527	38 Added 0.63%	6,094 $405,000
Q1 2024 May 09, 2024	BUY	$54.61 - $61.05 $3,440 - $3,846	63 Added 1.05%	6,056 $369,000
Q4 2023 Jan 09, 2024	BUY	$47.61 - $55.91 $3,761 - $4,416	79 Added 1.34%	5,993 $333,000
Q3 2023 Nov 02, 2023	BUY	$49.59 - $53.57 $5,107 - $5,517	103 Added 1.77%	5,914 $294,000
Q2 2023 Jul 31, 2023	BUY	$47.08 - $51.7 $753 - $827	16 Added 0.28%	5,811 $300,000
Q1 2023 May 04, 2023	BUY	$44.47 - $49.23 $10,405 - $11,519	234 Added 4.21%	5,795 $277,000
Q4 2022 Feb 09, 2023	BUY	$41.94 - $47.81 $233,228 - $265,871	5,561 New	5,561 $249,000

Others Institutions Holding SCHB

# of Institutions

1,268

Shares Held

484M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Vickerman Investment Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History