Annapolis Financial Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024

A detailed history of Annapolis Financial Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 204 shares of SCHB stock, worth $4,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares
204
Previous 204 -0.0%
Holding current value
$4,131
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$54.61 - $61.05 $10,321 - $11,538
-189 Reduced 48.09%
204 $12,000
Q4 2023

Jan 31, 2024
BUY
$47.61 - $55.91 $8,998 - $10,566
189 Added 92.65%
393 $21,000
Q2 2022

Jul 22, 2022
BUY
$42.93 - $53.98 $8,757 - $11,011
204 New
204 $9,000

Others Institutions Holding SCHB

# of Institutions
1,269
Shares Held
484M
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 Annapolis Financial Services, LLC Portfolio

Follow Annapolis Financial Services, 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 Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annapolis Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email