Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Yhb Investment Advisors, Inc.

  • $1.19 Billion
  • Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 32,409 shares of SCHB stock, worth $753,833. This represents 0.18% of its overall portfolio holdings.

Number of Shares
32,409
Previous 32,526 0.36%
Holding current value
$753,833
Previous $2.04 Million 5.43%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 22, 2024
SELL
$59.93 - $66.52 $7,011 - $7,782
-117 Reduced 0.36%
32,409 $2.16 Million
Q2 2024

Aug 01, 2024
SELL
$57.57 - $63.3 $28,151 - $30,953
-489 Reduced 1.48%
32,526 $2.04 Million
Q1 2024

Aug 14, 2024
BUY
$54.61 - $61.05 $26,704 - $29,853
489 Added 1.5%
33,015 $2.02 Million
Q1 2024

Apr 26, 2024
SELL
$54.61 - $61.05 $39,155 - $43,772
-717 Reduced 2.13%
33,015 $2.02 Million
Q4 2023

Jan 29, 2024
SELL
$47.61 - $55.91 $159,207 - $186,963
-3,344 Reduced 9.02%
33,732 $1.88 Million
Q3 2023

Oct 23, 2023
SELL
$49.59 - $53.57 $192,706 - $208,173
-3,886 Reduced 9.49%
37,076 $1.85 Million
Q2 2023

Aug 10, 2023
SELL
$47.08 - $51.7 $49,575 - $54,440
-1,053 Reduced 2.51%
40,962 $2.12 Million
Q1 2023

May 08, 2023
SELL
$44.47 - $49.23 $105,794 - $117,118
-2,379 Reduced 5.36%
42,015 $2.01 Million
Q4 2022

Jan 12, 2023
SELL
$41.94 - $47.81 $275,965 - $314,589
-6,580 Reduced 12.91%
44,394 $0
Q3 2022

Nov 03, 2022
SELL
$41.99 - $50.63 $317,486 - $382,813
-7,561 Reduced 12.92%
50,974 $2.14 Million
Q2 2022

Jul 14, 2022
SELL
$42.93 - $53.98 $41,856 - $52,630
-975 Reduced 1.64%
58,535 $2.59 Million
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $1.54 Million - $1.78 Million
31,246 Added 110.55%
59,510 $3.18 Million
Q4 2021

Jan 18, 2022
BUY
$51.87 - $56.86 $128,948 - $141,353
2,486 Added 9.64%
28,264 $3.19 Million
Q3 2021

Oct 28, 2021
BUY
$51.32 - $54.83 $153,652 - $164,161
2,994 Added 13.14%
25,778 $2.68 Million
Q2 2021

Jul 15, 2021
BUY
$48.92 - $52.14 $127,632 - $136,033
2,609 Added 12.93%
22,784 $2.38 Million
Q1 2021

Apr 22, 2021
BUY
$44.89 - $48.81 $89,241 - $97,034
1,988 Added 10.93%
20,175 $2.05 Million
Q4 2020

Jan 21, 2021
BUY
$39.03 - $45.5 $124,700 - $145,372
3,195 Added 21.31%
18,187 $1.66 Million
Q3 2020

Nov 02, 2020
BUY
$36.93 - $42.52 $553,654 - $637,459
14,992 New
14,992 $1.19 Million

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

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