A detailed history of Ima Wealth, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ima Wealth, Inc. holds 277,406 shares of SCHB stock, worth $6.45 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares
277,406
Holding current value
$6.45 Million
% of portfolio
4.03%

Shares

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

Nov 14, 2024

BUY
$59.93 - $66.52 $16.6 Million - $18.5 Million
277,406 New
277,406 $18.5 Million
Q2 2024

Jul 25, 2024

BUY
$57.57 - $63.3 $16.3 Million - $18 Million
283,867 New
283,867 $17.8 Million
Q3 2023

Nov 28, 2023

SELL
$49.59 - $53.57 $126,652 - $136,817
-2,554 Reduced 0.9%
279,757 $13.9 Million
Q2 2023

Aug 15, 2023

BUY
$47.08 - $51.7 $206,963 - $227,273
4,396 Added 1.58%
282,311 $14.6 Million
Q1 2023

May 15, 2023

BUY
$44.47 - $49.23 $314,358 - $348,006
7,069 Added 2.61%
277,915 $13.3 Million
Q4 2022

Feb 15, 2023

SELL
$41.94 - $47.81 $149,012 - $169,868
-3,553 Reduced 1.29%
270,846 $12.1 Million
Q3 2022

Nov 15, 2022

SELL
$41.99 - $50.63 $185,637 - $223,835
-4,421 Reduced 1.59%
274,399 $11.5 Million
Q2 2022

Aug 18, 2022

BUY
$42.93 - $53.98 $1.04 Million - $1.31 Million
24,194 Added 9.5%
278,820 $12.3 Million
Q1 2022

Jun 13, 2022

BUY
$49.15 - $56.85 $6.19 Million - $7.16 Million
125,971 Added 97.91%
254,626 $13.6 Million
Q4 2021

Feb 14, 2022

SELL
$51.87 - $56.86 $132,268 - $144,993
-2,550 Reduced 1.94%
128,655 $14.5 Million
Q3 2021

Nov 03, 2021

SELL
$51.32 - $54.83 $113,725 - $121,503
-2,216 Reduced 1.66%
131,205 $13.6 Million
Q2 2021

Aug 13, 2021

SELL
$48.92 - $52.14 $9,686 - $10,323
-198 Reduced 0.15%
133,421 $13.9 Million
Q1 2021

May 13, 2021

BUY
$44.89 - $48.81 $4,982 - $5,417
111 Added 0.08%
133,619 $12.9 Million
Q4 2020

Feb 08, 2021

BUY
$39.03 - $45.5 $1.29 Million - $1.5 Million
33,023 Added 32.86%
133,508 $12.1 Million
Q3 2020

Nov 16, 2020

SELL
$36.93 - $42.52 $5,982 - $6,888
-162 Reduced 0.16%
100,485 $8 Million
Q2 2020

Aug 13, 2020

SELL
$28.84 - $38.49 $891,790 - $1.19 Million
-30,922 Reduced 23.5%
100,647 $7.4 Million
Q1 2020

Apr 14, 2020

SELL
$26.18 - $40.44 $29,190 - $45,090
-1,115 Reduced 0.84%
131,569 $7.95 Million
Q4 2019

Feb 24, 2020

SELL
$34.47 - $38.58 $52,635 - $58,911
-1,527 Reduced 1.14%
132,684 $10.2 Million
Q3 2019

Oct 29, 2019

SELL
$35.32 - $36.13 $385,976 - $394,828
-10,928 Reduced 7.53%
134,211 $9.53 Million
Q2 2019

Jul 19, 2019

SELL
N/A
-17,432 Reduced 10.72%
145,139 $10.2 Million
Q1 2019

May 09, 2019

BUY
N/A
15,864 Added 10.81%
162,571 $11.1 Million
Q4 2018

Jan 15, 2019

SELL
N/A
-1,087 Reduced 0.74%
146,707 $8.79 Million
Q3 2018

Oct 18, 2018

SELL
N/A
-2,287 Reduced 1.52%
147,794 $10.4 Million
Q2 2018

Aug 01, 2018

SELL
N/A
-22,799 Reduced 13.19%
150,081 $9.9 Million
Q1 2018

Apr 20, 2018

SELL
N/A
-159 Reduced 0.09%
172,880 $11 Million
Q4 2017

Feb 05, 2018

BUY
N/A
173,039
173,039 $11.2 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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