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

1,267

Shares Held

482M

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 Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.

Account

Souders Financial Advisors Schwab Strategic Tr Us Broad M Transaction History