A detailed history of Altfest L J & CO Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Altfest L J & CO Inc holds 11,793 shares of SCHM stock, worth $342,350. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,793
Previous 14,178 16.82%
Holding current value
$342,350
Previous $1.1 Million 11.15%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Nov 05, 2024

SELL
$75.47 - $83.18 $179,995 - $198,384
-2,385 Reduced 16.82%
11,793 $980,000
Q2 2024

Aug 07, 2024

BUY
$75.69 - $81.19 $6,206 - $6,657
82 Added 0.58%
14,178 $1.1 Million
Q1 2024

Apr 22, 2024

SELL
$72.89 - $81.43 $10,423 - $11,644
-143 Reduced 1.0%
14,096 $1.15 Million
Q4 2023

Jan 18, 2024

SELL
$63.01 - $75.95 $126 - $151
-2 Reduced 0.01%
14,239 $1.07 Million
Q3 2023

Oct 26, 2023

BUY
$66.75 - $73.98 $7,876 - $8,729
118 Added 0.84%
14,241 $964,000
Q2 2023

Aug 09, 2023

SELL
$65.29 - $71.03 $48,771 - $53,059
-747 Reduced 5.02%
14,123 $1 Million
Q1 2023

Apr 20, 2023

BUY
$64.24 - $73.9 $2,955 - $3,399
46 Added 0.31%
14,870 $1.01 Million
Q4 2022

Feb 02, 2023

SELL
$61.05 - $69.94 $109,951 - $125,961
-1,801 Reduced 10.83%
14,824 $973,000
Q3 2022

Nov 15, 2022

BUY
$60.5 - $72.51 $18,089 - $21,680
299 Added 1.83%
16,625 $1.01 Million
Q2 2022

Aug 04, 2022

BUY
$60.91 - $76.4 $3,045 - $3,820
50 Added 0.31%
16,326 $1.02 Million
Q1 2022

May 02, 2022

BUY
$70.66 - $80.89 $5,652 - $6,471
80 Added 0.49%
16,276 $1.24 Million
Q4 2021

Jan 24, 2022

SELL
$76.01 - $83.39 $26,907 - $29,520
-354 Reduced 2.14%
16,196 $1.3 Million
Q3 2021

Oct 12, 2021

BUY
$74.65 - $80.95 $10,824 - $11,737
145 Added 0.88%
16,550 $1.27 Million
Q2 2021

Jul 28, 2021

BUY
$74.64 - $79.12 $1,940 - $2,057
26 Added 0.16%
16,405 $1.28 Million
Q1 2021

May 07, 2021

SELL
$67.07 - $76.85 $6,706 - $7,684
-100 Reduced 0.61%
16,379 $1.22 Million
Q4 2020

Jan 21, 2021

SELL
$55.93 - $68.45 $4,474 - $5,476
-80 Reduced 0.48%
16,479 $1.12 Million
Q3 2020

Oct 29, 2020

SELL
$51.99 - $58.83 $28,334 - $32,062
-545 Reduced 3.19%
16,559 $919,000
Q2 2020

Jul 21, 2020

SELL
$39.01 - $57.03 $58,710 - $85,830
-1,505 Reduced 8.09%
17,104 $900,000
Q1 2020

Apr 13, 2020

BUY
$35.83 - $62.24 $4,120 - $7,157
115 Added 0.62%
18,609 $785,000
Q4 2019

Jan 06, 2020

BUY
$54.56 - $60.24 $1,527 - $1,686
28 Added 0.15%
18,494 $1.11 Million
Q3 2019

Oct 10, 2019

SELL
$56.23 - $57.59 $84,569 - $86,615
-1,504 Reduced 7.53%
18,466 $1.04 Million
Q2 2019

Jul 15, 2019

SELL
N/A
-131 Reduced 0.65%
19,970 $1.14 Million
Q1 2019

Jun 10, 2019

BUY
N/A
1,430 Added 7.66%
20,101 $1.11 Million
Q1 2019

May 24, 2019

SELL
N/A
-16,824 Reduced 47.4%
18,671 $895,000
Q1 2019

Apr 05, 2019

BUY
N/A
16,824 Added 90.11%
35,495 $895,000
Q4 2018

Jan 15, 2019

BUY
N/A
13,500 Added 261.07%
18,671 $895,000
Q3 2018

Oct 10, 2018

SELL
N/A
-750 Reduced 12.67%
5,171 $299,000
Q2 2018

Aug 07, 2018

BUY
N/A
60 Added 1.02%
5,921 $325,000
Q1 2018

May 10, 2018

BUY
N/A
5,861 New
5,861 $310,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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