Souders Financial Advisors Schwab Strategic Tr Us Broad M Transaction History

Souders Financial Advisors

$661 Million
Q4 2024

A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Souders Financial Advisors holds 227,906 shares of SCHB stock, worth $4.89 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

227,906

Previous 90,630 151.47%

Holding current value

$4.89 Million

Previous $6.03 Million 14.18%

% of portfolio

0.78%

Previous 0.88%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$22.01 - $66.82 $3.02 Million - $9.17 Million	137,276 Added 151.47%	227,906 $5.17 Million
Q3 2024 Nov 05, 2024	BUY	$59.93 - $66.52 $86,898 - $96,454	1,450 Added 1.63%	90,630 $6.03 Million
Q2 2024 Aug 28, 2024	BUY	$57.57 - $63.3 $358,258 - $393,915	6,223 Added 7.5%	89,180 $5.61 Million
Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $141,712 - $158,424	2,595 Added 3.23%	82,957 $5.06 Million
Q4 2023 Jan 24, 2024	BUY	$47.61 - $55.91 $809 - $950	17 Added 0.02%	80,362 $4.47 Million
Q3 2023 Nov 06, 2023	BUY	$49.59 - $53.57 $94,468 - $102,050	1,905 Added 2.43%	80,345 $4.01 Million
Q2 2023 Aug 09, 2023	BUY	$47.08 - $51.7 $326,970 - $359,056	6,945 Added 9.71%	78,440 $4.06 Million
Q1 2023 May 09, 2023	SELL	$44.47 - $49.23 $330,323 - $365,680	-7,428 Reduced 9.41%	71,495 $3.42 Million
Q4 2022 Feb 13, 2023	BUY	$41.94 - $47.81 $238,009 - $271,321	5,675 Added 7.75%	78,923 $3.54 Million
Q3 2022 Nov 10, 2022	BUY	$41.99 - $50.63 $224,268 - $270,414	5,341 Added 7.87%	73,248 $3.08 Million
Q2 2022 Aug 05, 2022	BUY	$42.93 - $53.98 $63,708 - $80,106	1,484 Added 2.23%	67,907 $3 Million
Q1 2022 May 04, 2022	BUY	$49.15 - $56.85 $1.6 Million - $1.85 Million	32,553 Added 96.11%	66,423 $3.55 Million
Q4 2021 Feb 04, 2022	BUY	$51.87 - $56.86 $132,112 - $144,822	2,547 Added 8.13%	33,870 $3.83 Million
Q3 2021 Nov 03, 2021	SELL	$51.32 - $54.83 $19,604 - $20,945	-382 Reduced 1.2%	31,323 $3.25 Million
Q2 2021 Aug 09, 2021	SELL	$48.92 - $52.14 $165,838 - $176,754	-3,390 Reduced 9.66%	31,705 $3.31 Million
Q1 2021 May 13, 2021	BUY	$44.89 - $48.81 $21,098 - $22,940	470 Added 1.36%	35,095 $3.39 Million
Q4 2020 Feb 09, 2021	BUY	$39.03 - $45.5 $60,574 - $70,616	1,552 Added 4.69%	34,625 $3.15 Million
Q3 2020 Nov 12, 2020	BUY	$36.93 - $42.52 $94,651 - $108,978	2,563 Added 8.4%	33,073 $2.8 Million
Q2 2020 Aug 11, 2020	BUY	$28.84 - $38.49 $879,908 - $1.17 Million	30,510 New	30,510 $2.24 Million

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Souders Financial Advisors Schwab Strategic Tr Us Broad M Transaction History