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

West Coast Financial LLC

  • $844 Million
  • Q2 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 19,450 shares of SCHB stock, worth $1.28 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,450
Previous 19,450 -0.0%
Holding current value
$1.28 Million
Previous $1.19 Million 2.95%
% of portfolio
0.14%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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