Rothschild Investment LLC Schwab Strategic U.S. Mid Cap Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024

A detailed history of Rothschild Investment LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rothschild Investment LLC holds 258 shares of SCHM stock, worth $7,247. This represents 0.0% of its overall portfolio holdings.

Number of Shares
258
Previous 256 0.78%
Holding current value
$7,247
Previous $19.9 Million 7.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024
BUY
$75.47 - $83.18 $150 - $166
2 Added 0.78%
258 $21.4 Million
Q2 2024

Jul 30, 2024
BUY
$75.69 - $81.19 $19,376 - $20,784
256 New
256 $19.9 Million

Others Institutions Holding SCHM

# of Institutions
950
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 Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC 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 Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email