Econ Financial Services Corp Schwab Strategic Tr Us Broad M Transaction History

Econ Financial Services Corp

$173 Million
Q1 2025

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Econ Financial Services Corp holds 31,374 shares of SCHB stock, worth $636,578. This represents 0.39% of its overall portfolio holdings.

Number of Shares

31,374

Previous 35,815 12.4%

Holding current value

$636,578

Previous $813,000 16.97%

% of portfolio

0.39%

Previous 0.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$21.23 - $23.75 $94,282 - $105,473	-4,441 Reduced 12.4%	31,374 $675,000
Q4 2024 Jan 27, 2025	BUY	$22.01 - $66.82 $492,099 - $1.49 Million	22,358 Added 166.14%	35,815 $813,000
Q3 2024 Oct 18, 2024	BUY	$59.93 - $66.52 $7,311 - $8,115	122 Added 0.91%	13,457 $895,000
Q2 2024 Aug 12, 2024	BUY	$57.57 - $63.3 $22,797 - $25,066	396 Added 3.06%	13,335 $838,000
Q1 2024 May 15, 2024	SELL	$54.61 - $61.05 $64,767 - $72,405	-1,186 Reduced 8.4%	12,939 $789,000
Q4 2023 Feb 07, 2024	BUY	$47.61 - $55.91 $672,491 - $789,728	14,125 New	14,125 $786,000
Q2 2022 Jul 19, 2022	BUY	$42.93 - $53.98 $4.43 Million - $5.56 Million	103,080 New	103,080 $4.56 Million
Q4 2021 Jan 26, 2022	SELL	$51.87 - $56.86 $1.05 Million - $1.15 Million	-20,172 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	20,172 New	20,172 $1.42 Million
Q1 2019 May 08, 2019	SELL	N/A	-44,442 Closed	0 $0
Q4 2018 Feb 07, 2019	BUY	N/A	44,442 New	44,442 $2.66 Million

Others Institutions Holding SCHB

# of Institutions

1,268

Shares Held

482M

Call Options Held

365K

Put Options Held

32.6K

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Econ Financial Services Corp Schwab Strategic Tr Us Broad M Transaction History