Patrick M Sweeney & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History

Patrick M Sweeney & Associates, Inc

  • $124 Billion
  • Q2 2024

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 3,007 shares of SCHM stock, worth $249,701. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,007
Previous 2,687 11.91%
Holding current value
$249,701
Previous $219 Million 2.34%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jul 17, 2024
BUY
$75.69 - $81.19 $24,220 - $25,980
320 Added 11.91%
3,007 $224 Million
Q1 2024

Apr 25, 2024
BUY
$72.89 - $81.43 $195,855 - $218,802
2,687 New
2,687 $219 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
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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