Apella Capital, LLC Schwab Strategic Tr Us Broad M Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Apella Capital, LLC holds 18,369 shares of SCHB stock, worth $433,508. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,369

Previous 6,143 199.02%

Holding current value

$433,508

Previous $408,000 1.96%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $269,094 - $816,941	12,226 Added 199.02%	18,369 $416,000
Q3 2024 Oct 03, 2024	BUY	$59.93 - $66.52 $22,473 - $24,945	375 Added 6.5%	6,143 $408,000
Q2 2024 Jul 10, 2024	BUY	$57.57 - $63.3 $50,431 - $55,450	876 Added 17.91%	5,768 $362,000
Q1 2024 Apr 10, 2024	SELL	$54.61 - $61.05 $99,062 - $110,744	-1,814 Reduced 27.05%	4,892 $298,000
Q4 2023 Jan 05, 2024	BUY	$47.61 - $55.91 $15,663 - $18,394	329 Added 5.16%	6,706 $373,000
Q3 2023 Oct 10, 2023	BUY	$49.59 - $53.57 $85,989 - $92,890	1,734 Added 37.35%	6,377 $317,000
Q2 2023 Jul 06, 2023	BUY	$47.08 - $51.7 $1,506 - $1,654	32 Added 0.69%	4,643 $240,000
Q4 2022 Jan 10, 2023	BUY	$41.94 - $47.81 $193,385 - $220,451	4,611 New	4,611 $0
Q2 2022 Jul 08, 2022	BUY	$42.93 - $53.98 $200,483 - $252,086	4,670 New	4,670 $206,000
Q1 2022 Apr 11, 2022	SELL	$49.15 - $56.85 $88,224 - $102,045	-1,795 Closed	0 $0
Q4 2021 Jan 13, 2022	BUY	$51.87 - $56.86 $93,106 - $102,063	1,795 New	1,795 $203,000

Others Institutions Holding SCHB

# of Institutions

1,190

Shares Held

231M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Apella Capital, LLC with notifications on news.

Account

Apella Capital, LLC Schwab Strategic Tr Us Broad M Transaction History