Adviser Investments LLC Schwab Strategic U.S. Mid Cap Transaction History

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024

A detailed history of Adviser Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Adviser Investments LLC holds 12,832 shares of SCHM stock, worth $354,419. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,832
Previous 12,417 3.34%
Holding current value
$354,419
Previous $966,000 10.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024
BUY
$75.47 - $83.18 $31,320 - $34,519
415 Added 3.34%
12,832 $1.07 Million
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $7,569 - $8,119
-100 Reduced 0.8%
12,417 $966,000
Q1 2024

Apr 29, 2024
BUY
$72.89 - $81.43 $72 - $81
1 Added 0.01%
12,517 $1.02 Million
Q4 2023

Feb 01, 2024
BUY
$63.01 - $75.95 $2,079 - $2,506
33 Added 0.26%
12,516 $942,000
Q3 2023

Oct 11, 2023
BUY
$66.75 - $73.98 $133 - $147
2 Added 0.02%
12,483 $844,000
Q2 2023

Aug 04, 2023
BUY
$65.29 - $71.03 $814,884 - $886,525
12,481 New
12,481 $886,000
Q4 2018

Jan 25, 2019
SELL
N/A
-4,155 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,089 Added 35.52%
4,155 $240,000
Q2 2018

Aug 02, 2018
SELL
N/A
-120 Reduced 3.77%
3,066 $168,000
Q1 2018

May 14, 2018
BUY
N/A
3,186 New
3,186 $168,000
Q4 2017

Feb 12, 2018
SELL
N/A
-4,624 Closed
0 $0
Q3 2017

Oct 23, 2017
BUY
N/A
161 Added 3.61%
4,624 $232,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,463
4,463 $215,000

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
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