Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 6,898 shares of SCHB stock, worth $160,447. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,898
Previous 6,898 -0.0%
Holding current value
$160,447
Previous $433,000 5.77%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$47.61 - $55.91 $13,521 - $15,878
284 Added 4.29%
6,898 $384,000
Q3 2022

Oct 28, 2022
SELL
$41.99 - $50.63 $18,391 - $22,175
-438 Reduced 6.21%
6,614 $278,000
Q2 2022

Aug 04, 2022
BUY
$42.93 - $53.98 $89,380 - $112,386
2,082 Added 41.89%
7,052 $312,000
Q1 2022

May 03, 2022
BUY
$49.15 - $56.85 $122,137 - $141,272
2,485 Added 100.0%
4,970 $265 Million
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $128,896 - $141,297
2,485 New
2,485 $0

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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