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

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, West Financial Advisors, LLC holds 26,154 shares of SCHB stock, worth $560,741. This represents 0.11% of its overall portfolio holdings.

Number of Shares

26,154

Previous 26,154 -0.0%

Holding current value

$560,741

Previous $593,000 5.56%

% of portfolio

0.11%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $381,829 - $1.16 Million	17,348 Added 197.0%	26,154 $593,000
Q3 2024 Oct 08, 2024	SELL	$59.93 - $66.52 $14,802 - $16,430	-247 Reduced 2.73%	8,806 $585,000
Q2 2024 Jul 15, 2024	BUY	$57.57 - $63.3 $11,514 - $12,660	200 Added 2.26%	9,053 $569,000
Q4 2023 Jan 11, 2024	SELL	$47.61 - $55.91 $7,855 - $9,225	-165 Reduced 1.83%	8,853 $492,000
Q3 2023 Oct 10, 2023	SELL	$49.59 - $53.57 $3,322 - $3,589	-67 Reduced 0.74%	9,018 $449,000
Q2 2023 Jul 07, 2023	SELL	$47.08 - $51.7 $5,602 - $6,152	-119 Reduced 1.29%	9,085 $469,000
Q1 2023 Apr 18, 2023	BUY	$44.47 - $49.23 $6,403 - $7,089	144 Added 1.59%	9,204 $440,000
Q4 2022 Jan 10, 2023	SELL	$41.94 - $47.81 $74,653 - $85,101	-1,780 Reduced 16.42%	9,060 $0
Q3 2022 Oct 11, 2022	SELL	$41.99 - $50.63 $61,893 - $74,628	-1,474 Reduced 11.97%	10,840 $455,000
Q2 2022 Jul 14, 2022	SELL	$42.93 - $53.98 $148,537 - $186,770	-3,460 Reduced 21.93%	12,314 $544,000
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $452,622 - $523,531	9,209 Added 140.27%	15,774 $842,000
Q4 2021 Jan 19, 2022	BUY	$51.87 - $56.86 $34,441 - $37,755	664 Added 11.25%	6,565 $742,000
Q3 2021 Oct 13, 2021	BUY	$51.32 - $54.83 $8,981 - $9,595	175 Added 3.06%	5,901 $613,000
Q2 2021 Jul 27, 2021	BUY	$48.92 - $52.14 $3,620 - $3,858	74 Added 1.31%	5,726 $597,000
Q1 2021 Apr 20, 2021	BUY	$44.89 - $48.81 $2,154 - $2,342	48 Added 0.86%	5,652 $547,000
Q4 2020 Feb 22, 2021	BUY	$39.03 - $45.5 $63,423 - $73,937	1,625 Added 40.84%	5,604 $510,000
Q4 2020 Feb 02, 2021	BUY	$39.03 - $45.5 $155,300 - $181,044	3,979 New	3,979 $292 Million

Others Institutions Holding SCHB

# of Institutions

1,268

Shares Held

484M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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