Financial Designs Corp Schwab Strategic Tr Us Broad M Transaction History

Financial Designs Corp

$152 Billion
Q4 2024

A detailed history of Financial Designs Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Designs Corp holds 127,068 shares of SCHB stock, worth $2.97 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

127,068

Previous 44,112 188.06%

Holding current value

$2.97 Million

Previous $2.93 Billion 1.7%

% of portfolio

1.9%

Previous 1.89%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$22.01 - $66.82 $1.83 Million - $5.54 Million	82,956 Added 188.06%	127,068 $2.88 Billion
Q3 2024 Oct 18, 2024	SELL	$59.93 - $66.52 $149,645 - $166,100	-2,497 Reduced 5.36%	44,112 $2.93 Billion
Q2 2024 Jul 15, 2024	SELL	$57.57 - $63.3 $25,445 - $27,978	-442 Reduced 0.94%	46,609 $2.93 Billion
Q1 2024 Apr 12, 2024	BUY	$54.61 - $61.05 $2.57 Million - $2.87 Million	47,051 New	47,051 $2.87 Billion
Q3 2023 Oct 31, 2023	SELL	$49.59 - $53.57 $57,524 - $62,141	-1,160 Reduced 0.94%	122,049 $6.08 Billion
Q2 2023 Jul 14, 2023	BUY	$47.08 - $51.7 $2.04 Million - $2.24 Million	43,324 Added 54.23%	123,209 $6.37 Billion
Q1 2023 Apr 27, 2023	BUY	$44.47 - $49.23 $776,090 - $859,161	17,452 Added 27.95%	79,885 $3.82 Billion
Q4 2022 Apr 27, 2023	BUY	$41.94 - $47.81 $2.62 Million - $2.98 Million	62,433 New	62,433 $2.8 Billion

Others Institutions Holding SCHB

# of Institutions

1,237

Shares Held

366M

Call Options Held

191K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Financial Designs Corp Schwab Strategic Tr Us Broad M Transaction History