Everstar Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Everstar Asset Management, LLC

  • $137 Billion
  • Q1 2025

A detailed history of Everstar Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Everstar Asset Management, LLC holds 22,974 shares of SCHM stock, worth $663,718. This represents 0.39% of its overall portfolio holdings.

Number of Shares
22,974
Previous 9,969 130.45%
Holding current value
$663,718
Previous $276 Million 94.86%
% of portfolio
0.39%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.58 - $29.24 $332,667 - $380,266
13,005 Added 130.45%
22,974 $538 Million
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $187,134 - $564,256
6,795 Added 214.08%
9,969 $276 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $239,541 - $264,013
3,174 New
3,174 $264 Million

Others Institutions Holding SCHM

# of Institutions
1,023
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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