Delta Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Delta Financial Group, Inc.

  • $427 Million
  • Q4 2024

A detailed history of Delta Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Delta Financial Group, Inc. holds 29,340 shares of SCHM stock, worth $843,525. This represents 0.19% of its overall portfolio holdings.

Number of Shares
29,340
Holding current value
$843,525
% of portfolio
0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$27.54 - $83.04 $808,023 - $2.44 Million
29,340 New
29,340 $813,000
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $93,517 - $104,474
1,283 Added 16.66%
8,983 $731,000
Q4 2023

Jan 18, 2024
BUY
$63.01 - $75.95 $95,271 - $114,836
1,512 Added 24.43%
7,700 $580,000
Q3 2023

Oct 31, 2023
BUY
$66.75 - $73.98 $413,049 - $457,788
6,188 New
6,188 $419,000
Q1 2023

Apr 25, 2023
BUY
$64.24 - $73.9 $5,203 - $5,985
81 Added 1.47%
5,577 $378,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $335,530 - $384,390
5,496 New
5,496 $361,000

Others Institutions Holding SCHM

# of Institutions
989
Shares Held
186M
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
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