Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Rtd Financial Advisors, Inc.

$779 Million
Q4 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 144,143 shares of SCHB stock, worth $3.09 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

144,143

Previous 48,045 200.02%

Holding current value

$3.09 Million

Previous $3.2 Million 2.41%

% of portfolio

0.42%

Previous 0.4%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $2.12 Million - $6.42 Million	96,098 Added 200.02%	144,143 $3.27 Million
Q3 2024 Oct 30, 2024	SELL	$59.93 - $66.52 $48,183 - $53,482	-804 Reduced 1.65%	48,045 $3.2 Million
Q2 2024 Jul 22, 2024	SELL	$57.57 - $63.3 $110,764 - $121,789	-1,924 Reduced 3.79%	48,849 $3.07 Million
Q1 2024 Apr 19, 2024	SELL	$54.61 - $61.05 $11,304 - $12,637	-207 Reduced 0.41%	50,773 $3.1 Million
Q4 2023 Jan 17, 2024	SELL	$47.61 - $55.91 $34,088 - $40,031	-716 Reduced 1.39%	50,980 $2.84 Million
Q3 2023 Oct 19, 2023	SELL	$49.59 - $53.57 $84,600 - $91,390	-1,706 Reduced 3.19%	51,696 $2.58 Million
Q2 2023 Jul 13, 2023	SELL	$47.08 - $51.7 $25,140 - $27,607	-534 Reduced 0.99%	53,402 $2.76 Million
Q1 2023 Apr 18, 2023	SELL	$44.47 - $49.23 $8,271 - $9,156	-186 Reduced 0.34%	53,936 $2.58 Million
Q4 2022 Jan 24, 2023	SELL	$41.94 - $47.81 $37,033 - $42,216	-883 Reduced 1.61%	54,122 $0
Q3 2022 Oct 12, 2022	SELL	$41.99 - $50.63 $37,077 - $44,706	-883 Reduced 1.58%	55,005 $2.31 Million
Q2 2022 Jul 21, 2022	SELL	$42.93 - $53.98 $9,101 - $11,443	-212 Reduced 0.38%	55,888 $2.47 Million
Q1 2022 May 03, 2022	BUY	$49.15 - $56.85 $1.36 Million - $1.57 Million	27,626 Added 97.02%	56,100 $3 Million
Q4 2021 May 02, 2022	BUY	$51.87 - $56.86 $1.48 Million - $1.62 Million	28,474 New	28,474 $3.22 Million

Others Institutions Holding SCHB

# of Institutions

1,267

Shares Held

484M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History