Marquette Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Marquette Asset Management, LLC

  • $611 Million
  • Q4 2024

A detailed history of Marquette Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Marquette Asset Management, LLC holds 1,593 shares of SCHB stock, worth $34,775. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,593
Previous 531 200.0%
Holding current value
$34,775
Previous $35,000 2.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 14, 2025
BUY
$22.01 - $66.82 $23,374 - $70,962
1,062 Added 200.0%
1,593 $36,000
Q3 2024

Oct 08, 2024
SELL
$59.93 - $66.52 $27,687 - $30,732
-462 Reduced 46.53%
531 $35,000
Q4 2023

Feb 02, 2024
SELL
$47.61 - $55.91 $5,237 - $6,150
-110 Reduced 9.97%
993 $55,000
Q3 2023

Oct 27, 2023
BUY
$49.59 - $53.57 $1,586 - $1,714
32 Added 2.99%
1,103 $54,000
Q2 2023

Jul 28, 2023
BUY
$47.08 - $51.7 $3,672 - $4,032
78 Added 7.85%
1,071 $55,000
Q4 2022

Jan 12, 2023
SELL
$41.94 - $47.81 $41,478 - $47,284
-989 Reduced 49.9%
993 $0
Q3 2022

Oct 06, 2022
BUY
$41.99 - $50.63 $83,224 - $100,348
1,982 New
1,982 $0
Q4 2020

Jan 15, 2021
SELL
$39.03 - $45.5 $819 - $955
-21 Closed
0 $0
Q3 2020

Oct 27, 2020
SELL
$36.93 - $42.52 $553 - $637
-15 Reduced 41.67%
21 $2,000
Q1 2020

Apr 08, 2020
SELL
$26.18 - $40.44 $1,780 - $2,749
-68 Reduced 65.38%
36 $2,000
Q4 2019

Jan 28, 2020
SELL
$34.47 - $38.58 $551 - $617
-16 Reduced 13.33%
104 $8,000
Q1 2019

May 13, 2019
BUY
N/A
120 New
120 $8,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
423M
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
Track This Portfolio

Track Marquette Asset Management, LLC Portfolio

Follow Marquette Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marquette Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marquette Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email