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

Patrick M Sweeney & Associates, Inc

  • $136 Billion
  • Q3 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 3,564 shares of SCHM stock, worth $105,779. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,564
Previous 3,007 18.52%
Holding current value
$105,779
Previous $224 Million 32.24%
% of portfolio
0.22%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $42,036 - $46,331
557 Added 18.52%
3,564 $296 Million
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
948
Shares Held
108M
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 Patrick M Sweeney & Associates, Inc Portfolio

Follow Patrick M Sweeney & Associates, 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 Patrick M Sweeney & Associates, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patrick M Sweeney & Associates, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email