Personal Capital Advisors Corp Schwab Strategic Tr Us Broad M Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

A detailed history of Personal Capital Advisors Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Personal Capital Advisors Corp holds 362,421 shares of SCHB stock, worth $9.36 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

362,421

Previous 206,520 75.49%

Holding current value

$9.36 Million

Previous $8.67 Million 87.27%

% of portfolio

0.08%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $6.54 Million - $7.45 Million	155,901 Added 75.49%	362,421 $16.2 Million
Q3 2022 Nov 07, 2022	SELL	$41.99 - $50.63 $1.82 Million - $2.2 Million	-43,379 Reduced 17.36%	206,520 $8.67 Million
Q2 2022 Aug 04, 2022	BUY	$42.93 - $53.98 $2.74 Million - $3.45 Million	63,867 Added 34.33%	249,899 $11 Million
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $3.92 Million - $4.54 Million	79,809 Added 75.13%	186,032 $9.93 Million
Q4 2021 Feb 11, 2022	BUY	$51.87 - $56.86 $1.49 Million - $1.64 Million	28,774 Added 37.15%	106,223 $12.2 Million

Q3 2021 Nov 12, 2021	BUY	$51.32 - $54.83 $392,136 - $418,956	7,641 Added 10.95%	77,449 $8.04 Million
Q2 2021 Aug 11, 2021	SELL	$48.92 - $52.14 $819,899 - $873,866	-16,760 Reduced 19.36%	69,808 $7.28 Million
Q1 2021 May 14, 2021	BUY	$44.89 - $48.81 $132,515 - $144,087	2,952 Added 3.53%	86,568 $8.37 Million
Q4 2020 Feb 12, 2021	BUY	$39.03 - $45.5 $118,885 - $138,593	3,046 Added 3.78%	83,616 $7.61 Million
Q3 2020 Nov 13, 2020	SELL	$36.93 - $42.52 $228,190 - $262,731	-6,179 Reduced 7.12%	80,570 $6.42 Million
Q2 2020 Aug 12, 2020	SELL	$28.84 - $38.49 $21.8 Million - $29.1 Million	-756,237 Reduced 89.71%	86,749 $6.37 Million
Q1 2020 May 12, 2020	BUY	$26.18 - $40.44 $14.9 Million - $23 Million	569,167 Added 207.86%	842,986 $53.3 Million
Q4 2019 Feb 13, 2020	BUY	$34.47 - $38.58 $8.74 Million - $9.78 Million	253,487 Added 1246.74%	273,819 $21.1 Million
Q3 2019 Nov 07, 2019	SELL	$35.32 - $36.13 $19,531 - $19,979	-553 Reduced 2.65%	20,332 $1.44 Million
Q2 2019 Aug 14, 2019	BUY	N/A	1,668 Added 8.68%	20,885 $1.47 Million
Q1 2019 May 13, 2019	SELL	N/A	-394,595 Reduced 95.36%	19,217 $1.31 Million
Q4 2018 Jan 16, 2019	BUY	N/A	403,205 Added 3801.31%	413,812 $24.8 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-2,250 Reduced 17.5%	10,607 $747,000
Q2 2018 Aug 01, 2018	SELL	N/A	-14,791 Reduced 53.5%	12,857 $848,000
Q1 2018 May 09, 2018	SELL	N/A	-361,228 Reduced 92.89%	27,648 $1.76 Million
Q4 2017 Jan 19, 2018	SELL	N/A	-8,530 Reduced 2.15%	388,876 $25.1 Million
Q3 2017 Oct 23, 2017	BUY	N/A	397,406	397,406 $24.2 Million

Others Institutions Holding SCHB

# of Institutions

1,387

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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Personal Capital Advisors Corp Schwab Strategic Tr Us Broad M Transaction History