Financial Advocates Investment Management Schwab Strategic Tr Us Broad M Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Advocates Investment Management holds 12,277 shares of SCHB stock, worth $285,563. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,277
Previous 12,574 2.36%
Holding current value
$285,563
Previous $790,000 3.29%
% of portfolio
0.05%
Previous 0.05%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$59.93 - $66.52 $17,799 - $19,756
-297 Reduced 2.36%
12,277 $816,000
Q2 2024

Jul 26, 2024
SELL
$57.57 - $63.3 $48,992 - $53,868
-851 Reduced 6.34%
12,574 $790,000
Q1 2024

May 01, 2024
SELL
$54.61 - $61.05 $282,224 - $315,506
-5,168 Reduced 27.8%
13,425 $819,000
Q4 2023

Feb 08, 2024
SELL
$47.61 - $55.91 $2,570 - $3,019
-54 Reduced 0.29%
18,593 $1.04 Million
Q3 2023

Oct 27, 2023
SELL
$49.59 - $53.57 $19,538 - $21,106
-394 Reduced 2.07%
18,647 $929,000
Q2 2023

Aug 07, 2023
SELL
$47.08 - $51.7 $75,422 - $82,823
-1,602 Reduced 7.76%
19,041 $984,000
Q1 2023

May 11, 2023
BUY
$44.47 - $49.23 $25,170 - $27,864
566 Added 2.82%
20,643 $987,000
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $1.19 Million - $1.35 Million
-28,314 Reduced 58.51%
20,077 $899,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $117,991 - $142,270
2,810 Added 6.16%
48,391 $2.03 Million
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $521,556 - $655,803
-12,149 Reduced 21.04%
45,581 $2.01 Million
Q1 2022

May 11, 2022
BUY
$49.15 - $56.85 $1.64 Million - $1.9 Million
33,345 Added 136.74%
57,730 $3.08 Million
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $57,731 - $63,285
1,113 Added 4.78%
24,385 $2.75 Million
Q3 2021

Nov 04, 2021
BUY
$51.32 - $54.83 $158,938 - $169,808
3,097 Added 15.35%
23,272 $2.42 Million
Q2 2021

Aug 03, 2021
SELL
$48.92 - $52.14 $68,047 - $72,526
-1,391 Reduced 6.45%
20,175 $2.1 Million
Q1 2021

May 10, 2021
BUY
$44.89 - $48.81 $42,286 - $45,979
942 Added 4.57%
21,566 $2.09 Million
Q4 2020

Feb 12, 2021
BUY
$39.03 - $45.5 $84,695 - $98,735
2,170 Added 11.76%
20,624 $1.88 Million
Q3 2020

Nov 04, 2020
SELL
$36.93 - $42.52 $3,582 - $4,124
-97 Reduced 0.52%
18,454 $1.47 Million
Q2 2020

Aug 14, 2020
SELL
$28.84 - $38.49 $171,078 - $228,322
-5,932 Reduced 24.23%
18,551 $1.36 Million
Q1 2020

Apr 29, 2020
BUY
$26.18 - $40.44 $8,613 - $13,304
329 Added 1.36%
24,483 $1.48 Million
Q4 2019

Feb 13, 2020
BUY
$34.47 - $38.58 $215,816 - $241,549
6,261 Added 34.99%
24,154 $1.86 Million
Q3 2019

Nov 13, 2019
BUY
$35.32 - $36.13 $235,584 - $240,987
6,670 Added 59.43%
17,893 $1.27 Million
Q2 2019

Aug 08, 2019
BUY
N/A
7,542 Added 204.89%
11,223 $792,000
Q1 2019

May 16, 2019
BUY
N/A
611 Added 19.9%
3,681 $251,000
Q4 2018

Feb 14, 2019
SELL
N/A
-1,948 Reduced 38.82%
3,070 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,692 Added 50.87%
5,018 $0
Q2 2018

Aug 09, 2018
BUY
N/A
6 Added 0.18%
3,326 $220,000
Q1 2018

May 11, 2018
BUY
N/A
6 Added 0.18%
3,320 $212,000
Q4 2017

Feb 15, 2018
BUY
N/A
3,314
3,314 $214,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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