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 $7,533. This represents 0.0% of its overall portfolio holdings.

Number of Shares
258
Previous 256 0.78%
Holding current value
$7,533
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
932
Shares Held
95.7M
Call Options Held
6.2K
Put Options Held
3K
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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