Lokken Investment Group LLC Schwab Strategic Tr Us Broad M Transaction History

Lokken Investment Group LLC

  • $205 Million
  • Q2 2024

A detailed history of Lokken Investment Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lokken Investment Group LLC holds 41,158 shares of SCHB stock, worth $923,173. This represents 1.26% of its overall portfolio holdings.

Number of Shares
41,158
Previous 41,542 0.92%
Holding current value
$923,173
Previous $2.54 Million 2.01%
% of portfolio
1.26%
Previous 1.31%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$57.57 - $63.3 $22,106 - $24,307
-384 Reduced 0.92%
41,158 $2.59 Million
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $208,774 - $233,394
3,823 Added 10.14%
41,542 $2.54 Million
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $190 - $223
-4 Reduced 0.01%
37,719 $2.1 Million
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $303,193 - $327,526
6,114 Added 19.34%
37,723 $1.88 Million
Q2 2023

Aug 09, 2023
BUY
$47.08 - $51.7 $362,233 - $397,779
7,694 Added 32.17%
31,609 $1.63 Million
Q1 2023

May 08, 2023
BUY
$44.47 - $49.23 $296,748 - $328,511
6,673 Added 38.7%
23,915 $1.14 Million
Q4 2022

Feb 13, 2023
SELL
$41.94 - $47.81 $1.02 Million - $1.16 Million
-24,297 Reduced 58.49%
17,242 $772,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $125 - $151
3 Added 0.01%
41,539 $1.74 Million
Q2 2022

Aug 08, 2022
BUY
$42.93 - $53.98 $957,467 - $1.2 Million
22,303 Added 115.96%
41,536 $1.84 Million
Q1 2022

May 11, 2022
BUY
$49.15 - $56.85 $482,849 - $558,494
9,824 Added 104.41%
19,233 $933,000
Q4 2021

Feb 07, 2022
SELL
$51.87 - $56.86 $3,475 - $3,809
-67 Reduced 0.71%
9,409 $1.06 Million
Q3 2021

Nov 05, 2021
BUY
$51.32 - $54.83 $18,629 - $19,903
363 Added 3.98%
9,476 $984,000
Q2 2021

Aug 03, 2021
BUY
$48.92 - $52.14 $91,137 - $97,136
1,863 Added 25.7%
9,113 $950,000
Q1 2021

Jun 10, 2021
BUY
$44.89 - $48.81 $15,846 - $17,229
353 Added 5.12%
7,250 $701,000
Q4 2020

Feb 08, 2021
SELL
$39.03 - $45.5 $13,777 - $16,061
-353 Reduced 4.87%
6,897 $628,000
Q1 2012

Apr 13, 2021
BUY
N/A
7,250
7,250 $701,000

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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