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

Jbr CO Financial Management Inc

$171 Billion
Q1 2025

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 25,455 shares of SCHM stock, worth $688,557. This represents 0.39% of its overall portfolio holdings.

Number of Shares

25,455

Previous 25,110 1.37%

Holding current value

$688,557

Previous $696 Million 4.15%

% of portfolio

0.39%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$25.58 - $29.24 $8,825 - $10,087	345 Added 1.37%	25,455 $667 Million
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jbr CO Financial Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jbr CO Financial Management Inc with notifications on news.

Account

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