Addison Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Addison Advisors LLC

  • $336 Million
  • Q4 2024

A detailed history of Addison Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Addison Advisors LLC holds 276 shares of SCHB stock, worth $5,986. This represents 0.0% of its overall portfolio holdings.

Number of Shares
276
Previous 92 200.0%
Holding current value
$5,986
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $4,049 - $12,294
184 Added 200.0%
276 $6,000
Q1 2024

May 06, 2024
SELL
$54.61 - $61.05 $4,914 - $5,494
-90 Reduced 49.45%
92 $5,000
Q4 2023

Feb 02, 2024
BUY
$47.61 - $55.91 $8,665 - $10,175
182 New
182 $10,000

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Addison Advisors LLC Portfolio

Follow Addison Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Addison Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email