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

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$23.47 - $25.45 $156,685 - $169,904	6,676 New	6,676 $168,000
Q1 2023 May 08, 2023	SELL	$23.32 - $26.39 $42,372 - $47,950	-1,817 Reduced 17.93%	8,315 $203,000
Q4 2022 Jan 12, 2023	SELL	$21.59 - $24.95 $1.32 Million - $1.52 Million	-61,015 Reduced 85.76%	10,132 $0
Q3 2022 Nov 03, 2022	SELL	$22.4 - $25.83 $175,974 - $202,920	-7,856 Reduced 9.94%	71,147 $1.59 Million
Q2 2022 Jul 14, 2022	SELL	$24.51 - $28.87 $66,961 - $78,872	-2,732 Reduced 3.34%	79,003 $2.01 Million
Q1 2022 Apr 14, 2022	BUY	$25.61 - $30.82 $71,426 - $85,956	2,789 Added 3.53%	81,735 $2.27 Million
Q4 2021 Jan 18, 2022	BUY	$28.68 - $31.96 $104,251 - $116,174	3,635 Added 4.83%	78,946 $2.34 Million
Q3 2021 Oct 28, 2021	BUY	$29.81 - $32.7 $167,591 - $183,839	5,622 Added 8.07%	75,311 $2.3 Million
Q2 2021 Jul 15, 2021	BUY	$31.06 - $33.61 $139,428 - $150,875	4,489 Added 6.88%	69,689 $2.29 Million
Q1 2021 Apr 22, 2021	BUY	$30.78 - $34.63 $245,716 - $276,451	7,983 Added 13.95%	65,200 $2.1 Million
Q4 2020 Jan 21, 2021	BUY	$26.72 - $30.68 $115,510 - $132,629	4,323 Added 8.17%	57,217 $1.75 Million
Q3 2020 Nov 02, 2020	BUY	$24.69 - $27.71 $1.31 Million - $1.47 Million	52,894 New	52,894 $1.42 Million

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.