Ima Wealth, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Ima Wealth, Inc.

  • $222 Million
  • Q2 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$75.69 - $81.19 $11 Million - $11.8 Million
144,998 New
144,998 $11.3 Million
Q3 2023

Nov 28, 2023
SELL
$66.75 - $73.98 $55,135 - $61,107
-826 Reduced 0.55%
150,000 $10.2 Million
Q2 2023

Aug 15, 2023
SELL
$65.29 - $71.03 $57,977 - $63,074
-888 Reduced 0.59%
150,826 $10.7 Million
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $30,385 - $34,954
473 Added 0.31%
151,714 $10.3 Million
Q4 2022

Feb 15, 2023
SELL
$61.05 - $69.94 $6,532 - $7,483
-107 Reduced 0.07%
151,241 $9.92 Million
Q3 2022

Nov 15, 2022
SELL
$60.5 - $72.51 $42,773 - $51,264
-707 Reduced 0.46%
151,348 $9.16 Million
Q2 2022

Aug 18, 2022
BUY
$60.91 - $76.4 $540,758 - $678,279
8,878 Added 6.2%
152,055 $9.54 Million
Q1 2022

Jun 13, 2022
BUY
$70.66 - $80.89 $436,042 - $499,172
6,171 Added 4.5%
143,177 $10.9 Million
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $508,354 - $557,712
6,688 Added 5.13%
137,006 $11 Million
Q3 2021

Nov 03, 2021
SELL
$74.65 - $80.95 $19,558 - $21,208
-262 Reduced 0.2%
130,318 $9.99 Million
Q2 2021

Aug 13, 2021
SELL
$74.64 - $79.12 $114,572 - $121,449
-1,535 Reduced 1.16%
130,580 $10.2 Million
Q1 2021

May 13, 2021
SELL
$67.07 - $76.85 $258,554 - $296,256
-3,855 Reduced 2.84%
132,115 $9.83 Million
Q4 2020

Feb 08, 2021
BUY
$55.93 - $68.45 $66,724 - $81,660
1,193 Added 0.89%
135,970 $9.27 Million
Q3 2020

Nov 16, 2020
SELL
$51.99 - $58.83 $147,963 - $167,430
-2,846 Reduced 2.07%
134,777 $7.48 Million
Q2 2020

Aug 13, 2020
BUY
$39.01 - $57.03 $2.27 Million - $3.32 Million
58,266 Added 73.42%
137,623 $7.24 Million
Q1 2020

Apr 14, 2020
BUY
$35.83 - $62.24 $537,629 - $933,911
15,005 Added 23.32%
79,357 $3.35 Million
Q4 2019

Feb 24, 2020
BUY
$54.56 - $60.24 $73,819 - $81,504
1,353 Added 2.15%
64,352 $3.87 Million
Q3 2019

Oct 29, 2019
BUY
$56.23 - $57.59 $110,660 - $113,337
1,968 Added 3.22%
62,999 $3.56 Million
Q2 2019

Jul 19, 2019
BUY
N/A
5,562 Added 10.03%
61,031 $3.48 Million
Q1 2019

May 09, 2019
BUY
N/A
2,969 Added 5.66%
55,469 $3.07 Million
Q4 2018

Jan 15, 2019
BUY
N/A
22,903 Added 77.38%
52,500 $2.52 Million
Q3 2018

Oct 18, 2018
SELL
N/A
-335 Reduced 1.12%
29,597 $1.71 Million
Q2 2018

Aug 01, 2018
BUY
N/A
2,872 Added 10.61%
29,932 $1.64 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-292 Reduced 1.07%
27,060 $1.43 Million
Q4 2017

Feb 05, 2018
BUY
N/A
27,352
27,352 $1.46 Million

Others Institutions Holding SCHM

# of Institutions
925
Shares Held
96.1M
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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