American Financial & Tax Strategies Inc Schwab Strategic U.S. Mid Cap Transaction History

American Financial & Tax Strategies Inc

  • $192 Million
  • Q3 2024

A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 2,858 shares of SCHM stock, worth $79,538. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,858
Previous 2,879 0.73%
Holding current value
$79,538
Previous $224,000 5.8%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 28, 2024
SELL
$75.47 - $83.18 $1,584 - $1,746
-21 Reduced 0.73%
2,858 $237,000
Q1 2024

Aug 02, 2024
BUY
$72.89 - $81.43 $209,850 - $234,436
2,879 New
2,879 $234,000
Q4 2023

Aug 06, 2024
BUY
$63.01 - $75.95 $71,327 - $85,975
1,132 Added 39.32%
4,011 $333 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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