Sterling Financial Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 9,583 shares of SCHB stock, worth $212,550. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,583

Previous 3,183 201.07%

Holding current value

$212,550

Previous $211,000 2.84%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $140,864 - $427,647	6,400 Added 201.07%	9,583 $217,000
Q3 2024 Oct 31, 2024	BUY	$59.93 - $66.52 $190,757 - $211,733	3,183 New	3,183 $211,000
Q1 2022 May 10, 2022	SELL	$49.15 - $56.85 $87,880 - $101,647	-1,788 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$51.87 - $56.86 $363 - $398	7 Added 0.39%	1,788 $202,000
Q3 2021 Oct 28, 2021	BUY	$51.32 - $54.83 $256 - $274	5 Added 0.28%	1,781 $185,000
Q2 2021 Aug 02, 2021	BUY	$48.92 - $52.14 $293 - $312	6 Added 0.34%	1,776 $185,000
Q1 2021 Apr 28, 2021	BUY	$44.89 - $48.81 $224 - $244	5 Added 0.28%	1,770 $171,000
Q4 2020 Feb 10, 2021	BUY	$39.03 - $45.5 $68,887 - $80,307	1,765 New	1,765 $161,000

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Sterling Financial Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History