Us Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Us Financial Advisors, LLC

  • $338 Million
  • Q1 2025

A detailed history of Us Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Us Financial Advisors, LLC holds 10,428 shares of SCHB stock, worth $269,250. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,428
Previous 10,428 -0.0%
Holding current value
$269,250
Previous $236,000 5.08%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 13, 2025
BUY
$22.01 - $66.82 $153,013 - $464,532
6,952 Added 200.0%
10,428 $236,000
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $189,824 - $212,209
3,476 New
3,476 $212,000
Q2 2021

Aug 10, 2021
SELL
$48.92 - $52.14 $2.62 Million - $2.8 Million
-53,647 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$44.89 - $48.81 $190,962 - $207,637
4,254 Added 8.61%
53,647 $5.19 Million
Q4 2020

Feb 18, 2021
BUY
$39.03 - $45.5 $1.93 Million - $2.25 Million
49,393 New
49,393 $4.49 Million

Others Institutions Holding SCHB

# of Institutions
1,391
Shares Held
494M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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