West Coast Financial LLC Schwab Strategic Tr Us Broad M Transaction History

West Coast Financial LLC

  • $907 Million
  • Q4 2024

A detailed history of West Coast Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, West Coast Financial LLC holds 58,350 shares of SCHB stock, worth $1.36 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
58,350
Previous 19,450 200.0%
Holding current value
$1.36 Million
Previous $1.29 Million 2.4%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jan 14, 2025
BUY
$22.01 - $66.82 $856,189 - $2.6 Million
38,900 Added 200.0%
58,350 $1.32 Million
Q1 2024

Apr 12, 2024
BUY
$54.61 - $61.05 $289,433 - $323,565
5,300 Added 37.46%
19,450 $1.19 Million
Q2 2023

Aug 08, 2023
BUY
$47.08 - $51.7 $666,182 - $731,555
14,150 New
14,150 $731,000

Others Institutions Holding SCHB

# of Institutions
1,196
Shares Held
256M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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