Alpha Cubed Investments, LLC Schwab Strategic Tr Us Broad M Transaction History

Alpha Cubed Investments, LLC

  • $2.24 Billion
  • Q3 2024

A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 4,198 shares of SCHB stock, worth $97,645. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,198
Previous 3,395 23.65%
Holding current value
$97,645
Previous $213,000 30.99%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$59.93 - $66.52 $48,123 - $53,415
803 Added 23.65%
4,198 $279,000
Q2 2024

Jul 15, 2024
SELL
$57.57 - $63.3 $6,390 - $7,026
-111 Reduced 3.17%
3,395 $213,000
Q1 2024

Apr 22, 2024
SELL
$54.61 - $61.05 $3.55 Million - $3.97 Million
-65,005 Reduced 94.88%
3,506 $214,000
Q4 2023

Feb 05, 2024
BUY
$47.61 - $55.91 $5,284 - $6,206
111 Added 0.16%
68,511 $3.81 Million
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $23,540 - $25,850
-500 Reduced 0.73%
68,400 $3.54 Million
Q3 2022

Nov 03, 2022
BUY
$41.99 - $50.63 $4,199 - $5,063
100 Added 0.15%
68,900 $2.89 Million
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $1.74 Million - $2.01 Million
35,400 Added 105.99%
68,800 $3.67 Million
Q1 2021

Apr 23, 2021
SELL
$44.89 - $48.81 $14,634 - $15,912
-326 Reduced 0.97%
33,400 $3.23 Million
Q4 2020

Jan 29, 2021
BUY
$39.03 - $45.5 $1,756 - $2,047
45 Added 0.13%
33,726 $3.07 Million
Q2 2020

Jul 13, 2020
BUY
$28.84 - $38.49 $971,360 - $1.3 Million
33,681 New
33,681 $2.48 Million

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
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 Alpha Cubed Investments, LLC Portfolio

Follow Alpha Cubed Investments, 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 Alpha Cubed Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Cubed Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email