Equita Financial Network, Inc. Schwab Strategic Tr Us Broad M Transaction History

Equita Financial Network, Inc.

$274 Million
Q4 2024

A detailed history of Equita Financial Network, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Equita Financial Network, Inc. holds 274,060 shares of SCHB stock, worth $6.35 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

274,060

Previous 93,643 192.66%

Holding current value

$6.35 Million

Previous $6.23 Million 0.13%

% of portfolio

2.27%

Previous 2.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.01 - $66.82 $3.97 Million - $12.1 Million	180,417 Added 192.66%	274,060 $6.22 Million
Q3 2024 Nov 07, 2024	BUY	$59.93 - $66.52 $27,028 - $30,000	451 Added 0.48%	93,643 $6.23 Million
Q2 2024 Jul 31, 2024	SELL	$57.57 - $63.3 $1.05 Million - $1.15 Million	-18,206 Reduced 16.34%	93,192 $5.86 Million
Q1 2024 May 02, 2024	SELL	$54.61 - $61.05 $2.76 Million - $3.09 Million	-50,619 Reduced 31.24%	111,398 $6.8 Million
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $228,766 - $268,647	4,805 Added 3.06%	162,017 $9.02 Million
Q3 2023 Oct 30, 2023	BUY	$49.59 - $53.57 $7.8 Million - $8.42 Million	157,212 New	157,212 $7.84 Million

Others Institutions Holding SCHB

# of Institutions

1,261

Shares Held

444M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Equita Financial Network, Inc. Schwab Strategic Tr Us Broad M Transaction History