A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ehrlich Financial Group holds 4,358 shares of SCHB stock, worth $101,367. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,358
Previous 4,358 -0.0%
Holding current value
$101,367
Previous $274 Million 5.81%
% of portfolio
0.21%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$57.57 - $63.3 $8,635 - $9,495
150 Added 3.56%
4,358 $274 Million
Q1 2024

Apr 15, 2024

BUY
$54.61 - $61.05 $2,730 - $3,052
50 Added 1.2%
4,208 $257 Million
Q4 2023

Feb 13, 2024

BUY
$47.61 - $55.91 $197,962 - $232,473
4,158 New
4,158 $231 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Ehrlich Financial Group Portfolio

Follow Ehrlich Financial Group 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 Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.