Fairfield Financial Advisors, LTD Schwab Strategic U.S. Mid Cap Transaction History

Fairfield Financial Advisors, LTD

  • $284 Billion
  • Q4 2024

A detailed history of Fairfield Financial Advisors, LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fairfield Financial Advisors, LTD holds 505 shares of SCHM stock, worth $14,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares
505
Previous 168 200.6%
Holding current value
$14,518
Previous $13.9 Million 0.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 07, 2025
BUY
$27.54 - $83.04 $9,280 - $27,984
337 Added 200.6%
505 $14 Million
Q3 2024

Oct 28, 2024
BUY
$75.47 - $83.18 $150 - $166
2 Added 1.2%
168 $13.9 Million
Q2 2024

Aug 09, 2024
BUY
$75.69 - $81.19 $12,564 - $13,477
166 New
166 $13 Million
Q4 2023

Nov 04, 2024
BUY
$63.01 - $75.95 $63 - $75
1 Added 0.61%
166 $12.5 Million
Q2 2023

Nov 04, 2024
SELL
$65.29 - $71.03 $195 - $213
-3 Reduced 1.79%
165 $11.7 Million
Q1 2023

Nov 04, 2024
SELL
$64.24 - $73.9 $256 - $295
-4 Reduced 2.38%
164 $10.9 Million
Q4 2022

Oct 07, 2024
BUY
$61.05 - $69.94 $61 - $69
1 Added 0.62%
163 $10.7 Million
Q3 2022

Oct 07, 2024
SELL
$60.5 - $72.51 $242 - $290
-4 Reduced 2.41%
162 $9.83 Million
Q2 2022

Oct 07, 2024
SELL
$60.91 - $76.4 $243 - $305
-4 Reduced 2.41%
162 $10.1 Million
Q1 2022

Oct 07, 2024
SELL
$70.66 - $80.89 $353 - $404
-5 Reduced 3.01%
161 $12.2 Million

Others Institutions Holding SCHM

# of Institutions
980
Shares Held
173M
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
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