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

Econ Financial Services Corp

  • $163 Million
  • Q4 2024

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 35,815 shares of SCHB stock, worth $767,873. This represents 0.5% of its overall portfolio holdings.

Number of Shares
35,815
Previous 13,457 166.14%
Holding current value
$767,873
Previous $895,000 9.16%
% of portfolio
0.5%
Previous 0.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,267
Shares Held
484M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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