Silver Lake Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

Silver Lake Advisory, LLC

  • $429 Million
  • Q4 2024

A detailed history of Silver Lake Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Silver Lake Advisory, LLC holds 9,671 shares of SCHB stock, worth $228,719. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,671
Previous 3,075 214.5%
Holding current value
$228,719
Previous $204,000 7.35%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 21, 2025
BUY
$22.01 - $66.82 $145,177 - $440,744
6,596 Added 214.5%
9,671 $219,000
Q3 2024

Nov 08, 2024
BUY
$59.93 - $66.52 $184,284 - $204,549
3,075 New
3,075 $204,000
Q2 2024

Jul 18, 2024
BUY
$57.57 - $63.3 $2.34 Million - $2.57 Million
40,590 New
40,590 $2.55 Million
Q4 2019

Feb 14, 2020
SELL
$34.47 - $38.58 $370,759 - $414,966
-10,756 Closed
0 $0
Q3 2019

Oct 21, 2019
BUY
$35.32 - $36.13 $8,865 - $9,068
251 Added 2.39%
10,756 $764,000
Q2 2019

Aug 01, 2019
BUY
N/A
63 Added 0.6%
10,505 $741,000
Q1 2019

Apr 18, 2019
SELL
N/A
-700,128 Reduced 98.53%
10,442 $711,000
Q1 2019

Apr 17, 2019
BUY
N/A
700,798 Added 7171.49%
710,570 $711,000
Q4 2018

Feb 05, 2019
BUY
N/A
511 Added 5.52%
9,772 $586,000
Q3 2018

Oct 16, 2018
BUY
N/A
4,390 Added 90.13%
9,261 $652,000
Q3 2018

Oct 15, 2018
BUY
N/A
4,871 New
4,871 $297,000
Q2 2018

Jul 16, 2018
SELL
N/A
-7,624 Closed
0 $0
Q1 2018

Apr 17, 2018
BUY
N/A
2,371 Added 45.14%
7,624 $486,000
Q4 2017

Jan 31, 2018
BUY
N/A
382 Added 7.84%
5,253 $339,000
Q3 2017

Oct 17, 2017
BUY
N/A
4,871
4,871 $297,000

Others Institutions Holding SCHB

# of Institutions
1,258
Shares Held
442M
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
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