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

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 95,507 shares of SCHB stock, worth $2.25 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

95,507

Previous 32,409 194.69%

Holding current value

$2.25 Million

Previous $2.16 Million 0.6%

% of portfolio

0.18%

Previous 0.18%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.01 - $66.82 $1.39 Million - $4.22 Million	63,098 Added 194.69%	95,507 $2.17 Million
Q3 2024 Oct 22, 2024	SELL	$59.93 - $66.52 $7,011 - $7,782	-117 Reduced 0.36%	32,409 $2.16 Million
Q2 2024 Aug 01, 2024	SELL	$57.57 - $63.3 $28,151 - $30,953	-489 Reduced 1.48%	32,526 $2.04 Million
Q1 2024 Aug 14, 2024	BUY	$54.61 - $61.05 $26,704 - $29,853	489 Added 1.5%	33,015 $2.02 Million
Q1 2024 Apr 26, 2024	SELL	$54.61 - $61.05 $39,155 - $43,772	-717 Reduced 2.13%	33,015 $2.02 Million
Q4 2023 Jan 29, 2024	SELL	$47.61 - $55.91 $159,207 - $186,963	-3,344 Reduced 9.02%	33,732 $1.88 Million
Q3 2023 Oct 23, 2023	SELL	$49.59 - $53.57 $192,706 - $208,173	-3,886 Reduced 9.49%	37,076 $1.85 Million
Q2 2023 Aug 10, 2023	SELL	$47.08 - $51.7 $49,575 - $54,440	-1,053 Reduced 2.51%	40,962 $2.12 Million
Q1 2023 May 08, 2023	SELL	$44.47 - $49.23 $105,794 - $117,118	-2,379 Reduced 5.36%	42,015 $2.01 Million
Q4 2022 Jan 12, 2023	SELL	$41.94 - $47.81 $275,965 - $314,589	-6,580 Reduced 12.91%	44,394 $0
Q3 2022 Nov 03, 2022	SELL	$41.99 - $50.63 $317,486 - $382,813	-7,561 Reduced 12.92%	50,974 $2.14 Million
Q2 2022 Jul 14, 2022	SELL	$42.93 - $53.98 $41,856 - $52,630	-975 Reduced 1.64%	58,535 $2.59 Million
Q1 2022 Apr 14, 2022	BUY	$49.15 - $56.85 $1.54 Million - $1.78 Million	31,246 Added 110.55%	59,510 $3.18 Million
Q4 2021 Jan 18, 2022	BUY	$51.87 - $56.86 $128,948 - $141,353	2,486 Added 9.64%	28,264 $3.19 Million
Q3 2021 Oct 28, 2021	BUY	$51.32 - $54.83 $153,652 - $164,161	2,994 Added 13.14%	25,778 $2.68 Million
Q2 2021 Jul 15, 2021	BUY	$48.92 - $52.14 $127,632 - $136,033	2,609 Added 12.93%	22,784 $2.38 Million
Q1 2021 Apr 22, 2021	BUY	$44.89 - $48.81 $89,241 - $97,034	1,988 Added 10.93%	20,175 $2.05 Million
Q4 2020 Jan 21, 2021	BUY	$39.03 - $45.5 $124,700 - $145,372	3,195 Added 21.31%	18,187 $1.66 Million
Q3 2020 Nov 02, 2020	BUY	$36.93 - $42.52 $553,654 - $637,459	14,992 New	14,992 $1.19 Million

Others Institutions Holding SCHB

# of Institutions

1,190

Shares Held

231M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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