American Money Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

American Money Management, LLC

  • $479 Million
  • Q1 2024

A detailed history of American Money Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, American Money Management, LLC holds 74,320 shares of SCHM stock, worth $5.75 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
74,320
Previous 76,431 2.76%
Holding current value
$5.75 Million
Previous $5.76 Million 5.13%
% of portfolio
1.26%
Previous 1.3%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$72.89 - $81.43 $153,870 - $171,898
-2,111 Reduced 2.76%
74,320 $6.05 Million
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $717,494 - $864,842
11,387 Added 17.51%
76,431 $5.76 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $208,860 - $231,483
3,129 Added 5.05%
65,044 $4.4 Million
Q2 2023

Aug 08, 2023
BUY
$65.29 - $71.03 $60,719 - $66,057
930 Added 1.52%
61,915 $4.4 Million
Q1 2023

May 09, 2023
BUY
$64.24 - $73.9 $583,170 - $670,864
9,078 Added 17.49%
60,985 $4.14 Million
Q4 2022

Feb 10, 2023
BUY
$64.3 - $69.94 $142,681 - $155,196
2,219 Added 4.47%
51,907 $3.41 Million
Q3 2022

Nov 10, 2022
BUY
N/A
1,436 Added 2.98%
49,688 $3.01 Million
Q2 2022

Aug 02, 2022
BUY
N/A
10,949 Added 29.35%
48,252 $3.03 Million
Q1 2022

May 12, 2022
BUY
N/A
1,742 Added 4.9%
37,303 $2.83 Million
Q4 2021

Feb 11, 2022
BUY
N/A
2,281 Added 6.85%
35,561 $2.86 Million
Q3 2021

Nov 12, 2021
BUY
N/A
9,272 Added 38.62%
33,280 $2.55 Million
Q2 2021

Aug 10, 2021
BUY
N/A
523 Added 2.23%
24,008 $1.88 Million
Q1 2021

May 12, 2021
SELL
N/A
-4,433 Reduced 15.88%
23,485 $1.75 Million
Q4 2020

Feb 10, 2021
BUY
N/A
252 Added 0.91%
27,918 $1.9 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-407 Reduced 1.45%
27,666 $1.54 Million
Q2 2020

Aug 13, 2020
BUY
N/A
8,854 Added 46.07%
28,073 $1.48 Million
Q1 2020

May 13, 2020
SELL
N/A
-53 Reduced 0.28%
19,219 $810,000
Q4 2019

Feb 12, 2020
SELL
N/A
-390 Reduced 1.98%
19,272 $1.16 Million
Q3 2019

Nov 14, 2019
SELL
N/A
-6,342 Reduced 24.39%
19,662 $1.11 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-80 Reduced 0.31%
26,004 $1.49 Million
Q1 2019

May 08, 2019
SELL
N/A
-335 Reduced 1.27%
26,084 $1.45 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-573 Reduced 2.12%
26,419 $1.27 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-3,062 Reduced 10.19%
26,992 $1.56 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-715 Reduced 2.32%
30,054 $0
Q1 2018

May 11, 2018
SELL
N/A
-1,995 Reduced 6.09%
30,769 $1.63 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-337 Reduced 1.02%
32,764 $1.75 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-18,495 Reduced 35.85%
33,101 $1.66 Million
Q2 2017

Aug 14, 2017
BUY
N/A
51,596
51,596 $2.49 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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