Fin Trust Capital Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 9,364 shares of SCHB stock, worth $241,778. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,364
Previous 9,346 0.19%
Holding current value
$241,778
Previous $587,000 5.96%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 11, 2024
BUY
$59.93 - $66.52 $1,078 - $1,197
18 Added 0.19%
9,364 $622,000
Q2 2024

Jul 24, 2024
SELL
$57.57 - $63.3 $115 - $126
-2 Reduced 0.02%
9,346 $587,000
Q1 2024

May 02, 2024
BUY
$54.61 - $61.05 $436 - $488
8 Added 0.09%
9,348 $570,000
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $523 - $615
11 Added 0.12%
9,340 $519,000
Q3 2023

Oct 24, 2023
SELL
$49.59 - $53.57 $148 - $160
-3 Reduced 0.03%
9,329 $465,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $243,419 - $277,489
5,804 Added 164.51%
9,332 $418,000
Q1 2022

May 03, 2022
BUY
$49.15 - $56.85 $86,700 - $100,283
1,764 Added 100.0%
3,528 $189,000
Q3 2020

Nov 10, 2020
SELL
$36.93 - $42.52 $3,139 - $3,614
-85 Reduced 4.6%
1,764 $140,000
Q2 2020

Sep 11, 2020
BUY
$28.84 - $38.49 $53,325 - $71,168
1,849 New
1,849 $136,000
Q2 2020

Aug 14, 2020
SELL
$28.84 - $38.49 $53,325 - $71,168
-1,849 Closed
0 $0
Q3 2019

Oct 29, 2019
SELL
$35.32 - $36.13 $7,911 - $8,093
-224 Reduced 10.81%
1,849 $131,000
Q1 2019

May 09, 2019
SELL
N/A
-64 Reduced 2.99%
2,073 $141,000
Q4 2018

Feb 11, 2019
BUY
N/A
2,137 New
2,137 $128,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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