Elser Financial Planning, Inc Schwab Strategic Tr Us Broad M Transaction History

Elser Financial Planning, Inc

$1.67 Trillion
Q4 2024

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Elser Financial Planning, Inc holds 104,897 shares of SCHB stock, worth $2.29 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

104,897

Previous 37,337 180.95%

Holding current value

$2.29 Million

Previous $2.48 Billion 4.13%

% of portfolio

0.14%

Previous 3.6%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $1.49 Million - $4.51 Million	67,560 Added 180.95%	104,897 $2.38 Billion
Q3 2024 Oct 17, 2024	SELL	$59.93 - $66.52 $113,267 - $125,722	-1,890 Reduced 4.82%	37,337 $2.48 Billion
Q2 2024 Jul 22, 2024	BUY	$57.57 - $63.3 $2.26 Million - $2.48 Million	39,227 New	39,227 $2.47 Billion

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Elser Financial Planning, Inc Schwab Strategic Tr Us Broad M Transaction History