Smartleaf Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History

Smartleaf Asset Management LLC

  • $981 Billion
  • Q4 2024

A detailed history of Smartleaf Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 628 shares of SCHB stock, worth $12,717. This represents 0.0% of its overall portfolio holdings.

Number of Shares
628
Previous 370 69.73%
Holding current value
$12,717
Previous $24.5 Million 41.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
BUY
$22.01 - $66.82 $5,678 - $17,239
258 Added 69.73%
628 $14.3 Million
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $9,169 - $10,177
153 Added 70.51%
370 $24.5 Million
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $1,669 - $1,835
29 Added 15.43%
217 $13.7 Million
Q1 2024

Oct 07, 2024
SELL
$54.61 - $61.05 $1,583 - $1,770
-29 Reduced 13.36%
188 $11.5 Million
Q1 2024

May 02, 2024
BUY
$54.61 - $61.05 $10,266 - $11,477
188 New
188 $10.5 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $0 - $0
0 New
0 $59,000

Others Institutions Holding SCHB

# of Institutions
1,268
Shares Held
484M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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