A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Perspectives, Inc holds 237 shares of SCHB stock, worth $5,315. This represents 0.01% of its overall portfolio holdings.

Number of Shares
237
Previous 236 0.42%
Holding current value
$5,315
Previous $14.8 Million 6.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

BUY
$59.93 - $66.52 $59 - $66
1 Added 0.42%
237 $15.8 Million
Q1 2024

Apr 19, 2024

BUY
$54.61 - $61.05 $54 - $61
1 Added 0.43%
236 $14.4 Million
Q4 2023

Feb 01, 2024

BUY
$47.61 - $55.91 $47 - $55
1 Added 0.43%
235 $13.1 Million
Q2 2022

Jan 09, 2024

BUY
$42.93 - $53.98 $2,919 - $3,670
68 Added 40.96%
234 $10.3 Million
Q1 2022

Jan 09, 2024

BUY
$49.15 - $56.85 $4,079 - $4,718
83 Added 100.0%
166 $8.86 Million
Q2 2021

Jan 09, 2024

SELL
$48.92 - $52.14 $388,620 - $414,200
-7,944 Reduced 98.97%
83 $8.65 Million
Q1 2021

Jan 09, 2024

BUY
$44.89 - $48.81 $356,606 - $387,746
7,944 Added 9571.08%
8,027 $83,000
Q1 2020

Jan 09, 2024

BUY
$26.18 - $40.44 $942 - $1,455
36 Added 76.6%
83 $5.02 Million
Q4 2019

Jan 09, 2024

BUY
$34.47 - $38.58 $1,620 - $1,813
47 New
47 $3.61 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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