Steele Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Steele Capital Management, Inc.

  • $1.91 Trillion
  • Q3 2024

A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Steele Capital Management, Inc. holds 49,293 shares of SCHM stock, worth $1.42 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
49,293
Previous 49,293 -0.0%
Holding current value
$1.42 Million
Previous $3.85 Billion 6.41%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Jul 16, 2024
SELL
$75.69 - $81.19 $34,060 - $36,535
-450 Reduced 0.9%
49,293 $3.85 Billion
Q4 2023

Feb 05, 2024
BUY
$63.01 - $75.95 $3.13 Million - $3.78 Million
49,743 New
49,743 $3.75 Billion

Others Institutions Holding SCHM

# of Institutions
954
Shares Held
124M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Steele Capital Management, Inc. Portfolio

Follow Steele Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email