Aviance Capital Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Aviance Capital Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Aviance Capital Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 19,088 shares of SCHB stock, worth $414,018. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,088
Previous 6,583 189.96%
Holding current value
$414,018
Previous $437,000 0.92%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Feb 06, 2025
BUY
$22.01 - $66.82 $275,235 - $835,584
12,505 Added 189.96%
19,088 $433,000
Q3 2024

Nov 07, 2024
SELL
$59.93 - $66.52 $126,572 - $140,490
-2,112 Reduced 24.29%
6,583 $437,000
Q1 2023

May 10, 2023
SELL
$44.47 - $49.23 $19,700 - $21,808
-443 Reduced 4.85%
8,695 $416,000
Q4 2022

Feb 06, 2023
SELL
$41.94 - $47.81 $36,739 - $41,881
-876 Reduced 8.75%
9,138 $409,000
Q2 2022

Aug 08, 2022
SELL
$42.93 - $53.98 $20,220 - $25,424
-471 Reduced 4.49%
10,014 $443,000
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $286,544 - $331,435
5,830 Added 125.24%
10,485 $560,000
Q1 2019

May 01, 2019
SELL
N/A
-336 Reduced 6.73%
4,655 $317,000
Q4 2018

Feb 11, 2019
SELL
N/A
-1 Reduced 0.02%
4,991 $299,000
Q3 2018

Nov 09, 2018
BUY
N/A
1 Added 0.02%
4,992 $351,000
Q1 2018

May 03, 2018
SELL
N/A
-1 Reduced 0.02%
4,991 $318,000
Q4 2017

Feb 13, 2018
BUY
N/A
4,992
4,992 $322,000

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
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More about SCHB
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