Grandfield & Dodd, LLC Schwab Strategic Tr Us Broad M Transaction History

Grandfield & Dodd, LLC

  • $1.66 Billion
  • Q3 2025

A detailed history of Grandfield & Dodd, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Grandfield & Dodd, LLC holds 12,017 shares of SCHB stock, worth $310,278. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,017
Previous 12,242 1.84%
Holding current value
$310,278
Previous $291,000 5.84%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$23.82 - $25.84 $5,359 - $5,814
-225 Reduced 1.84%
12,017 $308,000
Q1 2025

May 02, 2025
SELL
$21.23 - $23.75 $3,715 - $4,156
-175 Reduced 1.41%
12,242 $263,000
Q4 2024

Feb 06, 2025
BUY
$22.01 - $66.82 $182,198 - $553,135
8,278 Added 200.0%
12,417 $281,000
Q3 2024

Nov 08, 2024
SELL
$59.93 - $66.52 $179 - $199
-3 Reduced 0.07%
4,139 $275,000
Q2 2024

Aug 09, 2024
BUY
$57.57 - $63.3 $805 - $886
14 Added 0.34%
4,142 $260,000
Q1 2024

May 03, 2024
SELL
$54.61 - $61.05 $819 - $915
-15 Reduced 0.36%
4,128 $252,000
Q4 2023

Jan 31, 2024
BUY
$47.61 - $55.91 $142 - $167
3 Added 0.07%
4,143 $230,000
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $205,302 - $221,779
4,140 New
4,140 $206,000
Q2 2022

Aug 01, 2022
SELL
$42.93 - $53.98 $174,896 - $219,914
-4,074 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$49.15 - $56.85 $102,084 - $118,077
2,077 Added 104.01%
4,074 $220,000
Q4 2021

Feb 08, 2022
BUY
$51.87 - $56.86 $103,584 - $113,549
1,997 New
1,997 $230,000

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
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More about SCHB
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