Financial Perspectives, Inc Schwab Strategic Tr Us Broad M Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

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 714 shares of SCHB stock, worth $16,871. This represents 0.01% of its overall portfolio holdings.

Number of Shares

714

Previous 237 201.27%

Holding current value

$16,871

Previous $15.8 Million 2.74%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $10,498 - $31,873	477 Added 201.27%	714 $16.2 Million
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

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Financial Perspectives, Inc Schwab Strategic Tr Us Broad M Transaction History