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

Dhjj Financial Advisors, Ltd.

  • $226 Million
  • Q3 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 44,432 shares of SCHB stock, worth $999,720. This represents 1.31% of its overall portfolio holdings.

Number of Shares
44,432
Previous 45,148 1.59%
Holding current value
$999,720
Previous $2.84 Million 4.12%
% of portfolio
1.31%
Previous 1.33%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,184
Shares Held
169M
Call Options Held
172K
Put Options Held
20.7K
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 Dhjj Financial Advisors, Ltd. Portfolio

Follow Dhjj Financial Advisors, Ltd. 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 Dhjj Financial Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Dhjj Financial Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email