United Capital Financial Advisers, LLC Schwab Strategic Tr Us Broad M Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 313,722 shares of SCHB stock, worth $7.33 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
313,722
Previous 329,345 4.74%
Holding current value
$7.33 Million
Previous $20.7 Million 0.79%
% of portfolio
0.1%
Previous 0.18%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$59.93 - $66.52 $936,286 - $1.04 Million
-15,623 Reduced 4.74%
313,722 $20.9 Million
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $1.34 Million - $1.47 Million
-23,205 Reduced 6.58%
329,345 $20.7 Million
Q1 2024

May 15, 2024
SELL
$54.61 - $61.05 $1.17 Million - $1.31 Million
-21,398 Reduced 5.72%
352,550 $21.5 Million
Q4 2023

Feb 14, 2024
SELL
$47.61 - $55.91 $4.32 Million - $5.08 Million
-90,781 Reduced 19.53%
373,948 $20.8 Million
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $782,827 - $845,656
-15,786 Reduced 3.29%
464,729 $23.2 Million
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $1.19 Million - $1.31 Million
-25,296 Reduced 5.0%
480,515 $24.8 Million
Q1 2023

Aug 14, 2023
BUY
$44.47 - $49.23 $1.12 Million - $1.25 Million
25,296 Added 5.26%
505,811 $24.2 Million
Q1 2023

May 15, 2023
SELL
$44.47 - $49.23 $647,927 - $717,281
-14,570 Reduced 2.8%
505,811 $24.2 Million
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $6.04 Million - $6.88 Million
-143,993 Reduced 21.67%
520,381 $23.3 Million
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $1.35 Million - $1.62 Million
-32,064 Reduced 4.6%
664,374 $27.9 Million
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $1.63 Million - $2.05 Million
-37,898 Reduced 5.16%
696,438 $30.8 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $16.7 Million - $19.4 Million
340,751 Added 86.58%
734,336 $39.2 Million
Q4 2021

Feb 14, 2022
SELL
$51.87 - $56.86 $912,289 - $1 Million
-17,588 Reduced 4.28%
393,585 $44.5 Million
Q3 2021

Nov 15, 2021
SELL
$51.32 - $54.83 $409,636 - $437,653
-7,982 Reduced 1.9%
411,173 $42.7 Million
Q2 2021

Aug 13, 2021
SELL
$48.92 - $52.14 $862,117 - $918,863
-17,623 Reduced 4.03%
419,155 $43.7 Million
Q1 2021

May 14, 2021
SELL
$44.89 - $48.81 $4.09 Million - $4.45 Million
-91,157 Reduced 17.27%
436,778 $42.2 Million
Q4 2020

Feb 17, 2021
SELL
$39.03 - $45.5 $245,654 - $286,377
-6,294 Reduced 1.18%
527,935 $48 Million
Q3 2020

Nov 13, 2020
SELL
$36.93 - $42.52 $254,964 - $293,558
-6,904 Reduced 1.28%
534,229 $42.5 Million
Q2 2020

Aug 13, 2020
SELL
$28.84 - $38.49 $1.01 Million - $1.35 Million
-35,123 Reduced 6.1%
541,133 $39.8 Million
Q1 2020

May 15, 2020
SELL
$26.18 - $40.44 $795,767 - $1.23 Million
-30,396 Reduced 5.01%
576,256 $34.8 Million
Q4 2019

Feb 14, 2020
BUY
$34.47 - $38.58 $45,293 - $50,694
1,314 Added 0.22%
606,652 $46.6 Million
Q3 2019

Nov 14, 2019
BUY
$35.32 - $36.13 $1.12 Million - $1.15 Million
31,716 Added 5.53%
605,338 $43 Million
Q2 2019

Aug 13, 2019
BUY
N/A
49,354 Added 9.41%
573,622 $40.5 Million
Q1 2019

May 14, 2019
BUY
N/A
31,640 Added 6.42%
524,268 $35.7 Million
Q4 2018

Feb 14, 2019
BUY
N/A
14,178 Added 2.96%
492,628 $29.5 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-9,266 Reduced 1.9%
478,450 $33.7 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-14,756 Reduced 2.94%
487,716 $32.2 Million
Q1 2018

May 15, 2018
SELL
N/A
-25,757 Reduced 4.88%
502,472 $32.1 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-21,829 Reduced 3.97%
528,229 $34.1 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-11,695 Reduced 2.08%
550,058 $33.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
561,753
561,753 $32.8 Million

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
288M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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