Choate Investment Advisors Schwab Strategic Tr Us Broad M Transaction History

Choate Investment Advisors

  • $4.53 Billion
  • Q3 2025

A detailed history of Choate Investment Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Choate Investment Advisors holds 12,630 shares of SCHB stock, worth $326,106. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,630
Previous 12,630 -0.0%
Holding current value
$326,106
Previous $300,000 8.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
BUY
$22.01 - $66.82 $185,324 - $562,624
8,420 Added 200.0%
12,630 $286,000
Q4 2023

Feb 14, 2024
SELL
$47.61 - $55.91 $244,524 - $287,153
-5,136 Reduced 54.95%
4,210 $234,000
Q3 2023

Oct 30, 2023
BUY
$49.59 - $53.57 $254,694 - $275,135
5,136 Added 122.0%
9,346 $465,000
Q2 2022

Aug 11, 2022
BUY
$42.93 - $53.98 $42,243 - $53,116
984 Added 30.5%
4,210 $186,000
Q1 2022

Apr 29, 2022
BUY
$49.15 - $56.85 $79,278 - $91,699
1,613 Added 100.0%
3,226 $172,000
Q2 2021

Jul 30, 2021
BUY
$48.92 - $52.14 $78,907 - $84,101
1,613 New
1,613 $168,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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