Live Oak Investment Partners Schwab Strategic Tr Us Broad M Transaction History

Live Oak Investment Partners

  • $126 Million
  • Q4 2024

A detailed history of Live Oak Investment Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Live Oak Investment Partners holds 15,828 shares of SCHB stock, worth $375,915. This represents 0.28% of its overall portfolio holdings.

Number of Shares
15,828
Previous 5,276 200.0%
Holding current value
$375,915
Previous $350,000 2.57%
% of portfolio
0.28%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$22.01 - $66.82 $232,249 - $705,084
10,552 Added 200.0%
15,828 $359,000
Q4 2022

Feb 15, 2023
BUY
$41.94 - $47.81 $221,275 - $252,245
5,276 New
5,276 $236,000

Others Institutions Holding SCHB

# of Institutions
1,259
Shares Held
444M
Call Options Held
365K
Put Options Held
32.6K
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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