Principal Securities, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Principal Securities, Inc.

  • $4.14 Trillion
  • Q3 2024

A detailed history of Principal Securities, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Principal Securities, Inc. holds 8,119 shares of SCHM stock, worth $235,694. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,119
Previous 7,642 6.24%
Holding current value
$235,694
Previous $595 Million 13.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 28, 2024
BUY
$75.47 - $83.18 $35,999 - $39,676
477 Added 6.24%
8,119 $675 Million
Q2 2024

Jul 31, 2024
SELL
$75.69 - $81.19 $175,373 - $188,117
-2,317 Reduced 23.27%
7,642 $595 Million
Q1 2024

May 10, 2024
BUY
$72.89 - $81.43 $93,590 - $104,556
1,284 Added 14.8%
9,959 $811 Million
Q4 2023

Feb 07, 2024
BUY
$63.01 - $75.95 $546,611 - $658,866
8,675 New
8,675 $653 Million

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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