Private Portfolio Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Private Portfolio Partners LLC

  • $538 Million
  • Q4 2024

A detailed history of Private Portfolio Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Private Portfolio Partners LLC holds 139,203 shares of SCHB stock, worth $3.19 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
139,203
Previous 46,071 202.15%
Holding current value
$3.19 Million
Previous $3.06 Million 3.1%
% of portfolio
0.59%
Previous 0.58%

Shares

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

Feb 12, 2025
BUY
$22.01 - $66.82 $2.05 Million - $6.22 Million
93,132 Added 202.15%
139,203 $3.16 Million
Q3 2024

Nov 08, 2024
BUY
$59.93 - $66.52 $2.76 Million - $3.06 Million
46,071 New
46,071 $3.06 Million
Q1 2024

May 09, 2024
SELL
$54.61 - $61.05 $7,372 - $8,241
-135 Reduced 0.29%
46,321 $2.83 Million
Q1 2022

Mar 14, 2023
BUY
$49.15 - $56.85 $1.14 Million - $1.32 Million
23,228 Added 100.0%
46,456 $0
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $1.14 Million - $1.32 Million
23,228 Added 100.0%
46,456 $2.48 Million
Q3 2020

Mar 14, 2023
SELL
$36.93 - $42.52 $857,810 - $987,654
-23,228 Reduced 50.0%
23,228 $0
Q3 2020

Nov 16, 2020
SELL
$36.93 - $42.52 $7,386 - $8,504
-200 Reduced 0.85%
23,228 $1.85 Million
Q2 2020

Aug 14, 2020
SELL
$28.84 - $38.49 $6,114 - $8,159
-212 Reduced 0.9%
23,428 $1.72 Million
Q1 2019

May 10, 2019
BUY
N/A
100 Added 0.42%
23,640 $1.61 Million
Q4 2018

Feb 13, 2019
BUY
N/A
23,540 New
23,540 $1.41 Million

Others Institutions Holding SCHB

# of Institutions
1,263
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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