Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 5,988 shares of SCHB stock, worth $134,310. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,988
Previous 4,597 30.26%
Holding current value
$134,310
Previous $289 Million 37.83%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 15, 2024
BUY
$59.93 - $66.52 $83,362 - $92,529
1,391 Added 30.26%
5,988 $398 Million
Q2 2024

Jul 11, 2024
SELL
$57.57 - $63.3 $2,302 - $2,532
-40 Reduced 0.86%
4,597 $289 Million
Q1 2024

Apr 26, 2024
SELL
$54.61 - $61.05 $5,078 - $5,677
-93 Reduced 1.97%
4,637 $283 Million
Q4 2023

Jan 17, 2024
SELL
$47.61 - $55.91 $761 - $894
-16 Reduced 0.34%
4,730 $263 Million
Q3 2023

Jan 05, 2024
BUY
$49.59 - $53.57 $235,354 - $254,243
4,746 New
4,746 $237 Million

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
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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