American Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

American Financial Advisors, LLC

  • $703 Million
  • Q3 2024

A detailed history of American Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, American Financial Advisors, LLC holds 3,710 shares of SCHM stock, worth $107,738. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,710
Previous 3,357 10.52%
Holding current value
$107,738
Previous $261,000 18.01%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 25, 2024
BUY
$75.47 - $83.18 $26,640 - $29,362
353 Added 10.52%
3,710 $308,000
Q2 2024

Jul 24, 2024
BUY
$75.69 - $81.19 $17,635 - $18,917
233 Added 7.46%
3,357 $261,000
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $26,750 - $29,884
367 Added 13.31%
3,124 $254,000
Q4 2023

Jan 31, 2024
BUY
$63.01 - $75.95 $173,718 - $209,394
2,757 New
2,757 $207,000

Others Institutions Holding SCHM

# of Institutions
960
Shares Held
142M
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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