Almanack Investment Partners, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Almanack Investment Partners, Llc.

  • $612 Million
  • Q3 2024

A detailed history of Almanack Investment Partners, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 5,229 shares of SCHM stock, worth $145,523. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,229
Previous 6,777 22.84%
Holding current value
$145,523
Previous $527,000 17.65%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 31, 2024
SELL
$75.47 - $83.18 $116,827 - $128,762
-1,548 Reduced 22.84%
5,229 $434,000
Q2 2024

Aug 09, 2024
BUY
$75.69 - $81.19 $72,435 - $77,698
957 Added 16.44%
6,777 $527,000
Q1 2024

May 01, 2024
SELL
$72.89 - $81.43 $124,714 - $139,326
-1,711 Reduced 22.72%
5,820 $473,000
Q4 2023

Feb 07, 2024
BUY
$63.01 - $75.95 $474,528 - $571,979
7,531 New
7,531 $567,000
Q2 2022

Aug 12, 2022
SELL
$60.91 - $76.4 $649,056 - $814,118
-10,656 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $174,883 - $200,202
2,475 Added 30.25%
10,656 $808,000
Q4 2021

Feb 11, 2022
BUY
$76.01 - $83.39 $110,138 - $120,832
1,449 Added 21.52%
8,181 $659,000
Q3 2021

Nov 04, 2021
BUY
$74.65 - $80.95 $502,543 - $544,955
6,732 New
6,732 $516,000
Q4 2018

Jan 25, 2019
SELL
N/A
-115,936 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
115,936 New
115,936 $6.36 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
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