Pps&V Asset Management Consultants, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Pps&V Asset Management Consultants, Inc.

$148 Billion
Q4 2024

A detailed history of Pps&V Asset Management Consultants, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pps&V Asset Management Consultants, Inc. holds 236,055 shares of SCHM stock, worth $6.9 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares

236,055

Previous 79,180 198.12%

Holding current value

$6.9 Million

Previous $6.58 Billion 0.58%

% of portfolio

4.42%

Previous 4.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$27.54 - $83.04 $4.32 Million - $13 Million	156,875 Added 198.12%	236,055 $6.54 Billion
Q3 2024 Oct 09, 2024	BUY	$75.47 - $83.18 $160,675 - $177,090	2,129 Added 2.76%	79,180 $6.58 Billion
Q2 2024 Jul 18, 2024	SELL	$75.69 - $81.19 $51,090 - $54,803	-675 Reduced 0.87%	77,051 $6 Billion
Q1 2024 Apr 10, 2024	BUY	$72.89 - $81.43 $93,590 - $104,556	1,284 Added 1.68%	77,726 $6.33 Billion
Q4 2023 Jan 10, 2024	BUY	$63.01 - $75.95 $369,931 - $445,902	5,871 Added 8.32%	76,442 $5.76 Billion
Q3 2023 Oct 16, 2023	SELL	$66.75 - $73.98 $324,138 - $359,246	-4,856 Reduced 6.44%	70,571 $4.78 Billion
Q2 2023 Jul 21, 2023	BUY	$65.29 - $71.03 $162,441 - $176,722	2,488 Added 3.41%	75,427 $5.14 Billion
Q1 2023 Apr 24, 2023	BUY	$64.24 - $73.9 $41,820 - $48,108	651 Added 0.9%	72,939 $4.95 Billion
Q4 2022 Jan 17, 2023	BUY	$61.05 - $69.94 $4.41 Million - $5.06 Million	72,288 New	72,288 $4.74 Billion

Others Institutions Holding SCHM

# of Institutions

952

Shares Held

128M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Pps&V Asset Management Consultants, Inc. Schwab Strategic U.S. Mid Cap Transaction History