West Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

West Financial Advisors, LLC

  • $482 Million
  • Q2 2024

A detailed history of West Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, West Financial Advisors, LLC holds 9,053 shares of SCHB stock, worth $599,580. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,053
Previous 8,853 2.26%
Holding current value
$599,580
Previous $540,000 5.37%
% of portfolio
0.12%
Previous 0.12%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$57.57 - $63.3 $11,514 - $12,660
200 Added 2.26%
9,053 $569,000
Q4 2023

Jan 11, 2024
SELL
$47.61 - $55.91 $7,855 - $9,225
-165 Reduced 1.83%
8,853 $492,000
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $3,322 - $3,589
-67 Reduced 0.74%
9,018 $449,000
Q2 2023

Jul 07, 2023
SELL
$47.08 - $51.7 $5,602 - $6,152
-119 Reduced 1.29%
9,085 $469,000
Q1 2023

Apr 18, 2023
BUY
$44.47 - $49.23 $6,403 - $7,089
144 Added 1.59%
9,204 $440,000
Q4 2022

Jan 10, 2023
SELL
$41.94 - $47.81 $74,653 - $85,101
-1,780 Reduced 16.42%
9,060 $0
Q3 2022

Oct 11, 2022
SELL
$41.99 - $50.63 $61,893 - $74,628
-1,474 Reduced 11.97%
10,840 $455,000
Q2 2022

Jul 14, 2022
SELL
$42.93 - $53.98 $148,537 - $186,770
-3,460 Reduced 21.93%
12,314 $544,000
Q1 2022

Apr 18, 2022
BUY
$49.15 - $56.85 $452,622 - $523,531
9,209 Added 140.27%
15,774 $842,000
Q4 2021

Jan 19, 2022
BUY
$51.87 - $56.86 $34,441 - $37,755
664 Added 11.25%
6,565 $742,000
Q3 2021

Oct 13, 2021
BUY
$51.32 - $54.83 $8,981 - $9,595
175 Added 3.06%
5,901 $613,000
Q2 2021

Jul 27, 2021
BUY
$48.92 - $52.14 $3,620 - $3,858
74 Added 1.31%
5,726 $597,000
Q1 2021

Apr 20, 2021
BUY
$44.89 - $48.81 $2,154 - $2,342
48 Added 0.86%
5,652 $547,000
Q4 2020

Feb 22, 2021
BUY
$39.03 - $45.5 $63,423 - $73,937
1,625 Added 40.84%
5,604 $510,000
Q4 2020

Feb 02, 2021
BUY
$39.03 - $45.5 $155,300 - $181,044
3,979 New
3,979 $292 Million

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

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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