Yhb Investment Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History

Yhb Investment Advisors, Inc.

  • $1.17 Billion
  • Q1 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 10,978 shares of SCHK stock, worth $312,324. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,978
Previous 14,610 24.86%
Holding current value
$312,324
Previous $413,000 28.57%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$26.53 - $29.63 $96,356 - $107,616
-3,632 Reduced 24.86%
10,978 $295,000
Q4 2024

Jan 22, 2025
BUY
$27.45 - $55.56 $266,017 - $538,431
9,691 Added 197.01%
14,610 $413,000
Q3 2024

Oct 22, 2024
BUY
$49.82 - $55.29 $245,064 - $271,971
4,919 New
4,919 $271,000
Q1 2024

Apr 26, 2024
BUY
$45.19 - $50.67 $12,427 - $13,934
275 New
275 $13,000

Others Institutions Holding SCHK

# of Institutions
215
Shares Held
70.6M
Call Options Held
3.2K
Put Options Held
8.21K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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