Jbr CO Financial Management Inc Schwab Strategic U.S. Mid Cap Transaction History

Jbr CO Financial Management Inc

  • $164 Billion
  • Q4 2024

A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 25,110 shares of SCHM stock, worth $657,128. This represents 0.42% of its overall portfolio holdings.

Number of Shares
25,110
Previous 8,370 200.0%
Holding current value
$657,128
Previous $695 Million 0.05%
% of portfolio
0.42%
Previous 0.46%

Shares

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

Feb 03, 2025
BUY
$27.54 - $83.04 $461,019 - $1.39 Million
16,740 Added 200.0%
25,110 $696 Million
Q3 2024

Oct 10, 2024
SELL
$75.47 - $83.18 $28,678 - $31,608
-380 Reduced 4.34%
8,370 $695 Million
Q2 2024

Jul 15, 2024
SELL
$75.69 - $81.19 $1,892 - $2,029
-25 Reduced 0.28%
8,750 $681 Million
Q1 2024

May 09, 2024
SELL
$72.89 - $81.43 $38,413 - $42,913
-527 Reduced 5.67%
8,775 $715 Million
Q4 2023

Apr 18, 2024
BUY
$63.01 - $75.95 $586,119 - $706,486
9,302 New
9,302 $701 Million

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
273M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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