Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Large C 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	$68.82 - $75.98 $150,646 - $166,320	2,189 New	2,189 $166,000
Q2 2023 Aug 10, 2023	SELL	$63.33 - $67.21 $6,016 - $6,384	-95 Reduced 2.61%	3,549 $238,000
Q1 2023 May 08, 2023	BUY	$62.59 - $69.3 $1,627 - $1,801	26 Added 0.72%	3,644 $238,000
Q4 2022 Jan 12, 2023	SELL	$59.13 - $69.24 $3,843 - $4,500	-65 Reduced 1.76%	3,618 $0
Q3 2022 Nov 03, 2022	SELL	$58.51 - $69.02 $1,930 - $2,277	-33 Reduced 0.89%	3,683 $215,000
Q2 2022 Jul 14, 2022	BUY	$60.93 - $72.3 $3,290 - $3,904	54 Added 1.47%	3,716 $232,000
Q1 2022 Apr 14, 2022	SELL	$67.71 - $74.19 $9,547 - $10,460	-141 Reduced 3.71%	3,662 $261,000
Q4 2021 Jan 18, 2022	SELL	$67.9 - $73.3 $19,419 - $20,963	-286 Reduced 6.99%	3,803 $278,000
Q3 2021 Oct 28, 2021	BUY	$66.91 - $71.05 $14,051 - $14,920	210 Added 5.41%	4,089 $276,000
Q2 2021 Jul 15, 2021	BUY	$65.81 - $69.75 $13,162 - $13,950	200 Added 5.44%	3,879 $265,000
Q1 2021 Apr 22, 2021	SELL	$58.71 - $65.66 $1,174 - $1,313	-20 Reduced 0.54%	3,679 $248,000
Q4 2020 Jan 21, 2021	BUY	$50.83 - $59.53 $188,020 - $220,201	3,699 New	3,699 $220,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$541 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$337 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$299 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$135 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$118 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

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.