One Ascent Financial Services LLC Schwab Strategic Tr Us Broad M Transaction History

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of One Ascent Financial Services LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, One Ascent Financial Services LLC holds 176,170 shares of SCHB stock, worth $3.98 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
176,170
Holding current value
$3.98 Million
% of portfolio
0.34%

Shares

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

Feb 12, 2025
BUY
$22.01 - $66.82 $3.88 Million - $11.8 Million
176,170 New
176,170 $4 Million
Q1 2024

Apr 16, 2024
SELL
$54.61 - $61.05 $470,574 - $526,067
-8,617 Reduced 10.93%
70,226 $4.29 Million
Q4 2023

Jan 11, 2024
SELL
$47.61 - $55.91 $55,513 - $65,191
-1,166 Reduced 1.46%
78,843 $4.39 Million
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $3.97 Million - $4.29 Million
80,009 New
80,009 $3.99 Million

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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