Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Dhjj Financial Advisors, Ltd.

$229 Million
Q4 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 132,488 shares of SCHB stock, worth $3.09 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

132,488

Previous 44,432 198.18%

Holding current value

$3.09 Million

Previous $2.96 Million 1.76%

% of portfolio

1.31%

Previous 1.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $1.94 Million - $5.88 Million	88,056 Added 198.18%	132,488 $3.01 Million
Q3 2024 Oct 22, 2024	SELL	$59.93 - $66.52 $42,909 - $47,628	-716 Reduced 1.59%	44,432 $2.96 Million
Q2 2024 Jul 11, 2024	SELL	$57.57 - $63.3 $19,861 - $21,838	-345 Reduced 0.76%	45,148 $2.84 Million
Q1 2024 Apr 11, 2024	BUY	$54.61 - $61.05 $12,014 - $13,431	220 Added 0.49%	45,493 $2.78 Million
Q4 2023 Jan 29, 2024	SELL	$47.61 - $55.91 $91,934 - $107,962	-1,931 Reduced 4.09%	45,273 $2.52 Million
Q3 2023 Oct 10, 2023	SELL	$49.59 - $53.57 $51,077 - $55,177	-1,030 Reduced 2.14%	47,204 $2.35 Million
Q2 2023 Jul 28, 2023	BUY	$47.08 - $51.7 $45,714 - $50,200	971 Added 2.05%	48,234 $2.49 Million
Q1 2023 May 02, 2023	SELL	$44.47 - $49.23 $15,608 - $17,279	-351 Reduced 0.74%	47,263 $2.26 Million
Q4 2022 Feb 03, 2023	SELL	$41.94 - $47.81 $245,307 - $279,640	-5,849 Reduced 10.94%	47,614 $2.13 Million
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $174,552 - $210,468	-4,157 Reduced 7.21%	53,463 $2.25 Million
Q2 2022 Aug 04, 2022	BUY	$42.93 - $53.98 $63,751 - $80,160	1,485 Added 2.65%	57,620 $2.55 Million
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $1.53 Million - $1.77 Million	31,167 Added 124.83%	56,135 $3.01 Million
Q4 2021 Jan 21, 2022	BUY	$51.87 - $56.86 $38,072 - $41,735	734 Added 3.03%	24,968 $2.82 Million
Q3 2021 Nov 01, 2021	BUY	$51.32 - $54.83 $70,513 - $75,336	1,374 Added 6.01%	24,234 $2.52 Million
Q2 2021 Aug 05, 2021	BUY	$48.92 - $52.14 $33,705 - $35,924	689 Added 3.11%	22,860 $2.38 Million
Q1 2021 May 05, 2021	SELL	$44.89 - $48.81 $6,957 - $7,565	-155 Reduced 0.69%	22,171 $2.14 Million
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $871,383 - $1.02 Million	22,326 New	22,326 $2.03 Million

Others Institutions Holding SCHB

# of Institutions

1,224

Shares Held

325M

Call Options Held

191K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Broad M Transaction History