Ameriprise Financial Inc Schwab Strategic U.S. Mid Cap Transaction History

Ameriprise Financial Inc

  • $356 Billion
  • Q1 2025

A detailed history of Ameriprise Financial Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ameriprise Financial Inc holds 1,819,929 shares of SCHM stock, worth $52.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,819,929
Previous 2,127,139 14.44%
Holding current value
$52.6 Million
Previous $58.9 Million 19.1%
% of portfolio
0.01%
Previous 0.02%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$25.58 - $29.24 $7.86 Million - $8.98 Million
-307,210 Reduced 14.44%
1,819,929 $47.7 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $38.3 Million - $116 Million
1,392,050 Added 189.37%
2,127,139 $58.9 Million
Q3 2024

Nov 14, 2024
SELL
$75.47 - $83.18 $600,137 - $661,447
-7,952 Reduced 1.07%
735,089 $61.1 Million
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $13.1 Million - $14 Million
-172,798 Reduced 18.87%
743,041 $57.8 Million
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $16.6 Million - $18.5 Million
227,188 Added 32.99%
915,839 $74.6 Million
Q4 2023

Feb 14, 2024
SELL
$63.01 - $75.95 $5.74 Million - $6.91 Million
-91,019 Reduced 11.67%
688,651 $51.9 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $7.44 Million - $8.24 Million
111,400 Added 16.67%
779,670 $52.8 Million
Q2 2023

Aug 14, 2023
SELL
$65.29 - $71.03 $8.51 Million - $9.26 Million
-130,414 Reduced 16.33%
668,270 $47.5 Million
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $16.7 Million - $19.2 Million
-259,224 Reduced 24.5%
798,684 $54.2 Million
Q4 2022

Feb 14, 2023
SELL
$61.05 - $69.94 $4.14 Million - $4.75 Million
-67,870 Reduced 6.03%
1,057,908 $69.4 Million
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $10.4 Million - $12.4 Million
-171,088 Reduced 13.19%
1,125,778 $68.1 Million
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $13 Million - $16.4 Million
214,236 Added 19.79%
1,296,866 $81.4 Million
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $9.92 Million - $11.4 Million
-140,433 Reduced 11.48%
1,082,630 $82.1 Million
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $8.45 Million - $9.27 Million
-111,219 Reduced 8.34%
1,223,063 $98.7 Million
Q3 2021

Nov 15, 2021
SELL
$74.65 - $80.95 $3.96 Million - $4.29 Million
-52,981 Reduced 3.82%
1,334,282 $102 Million
Q2 2021

Aug 16, 2021
SELL
$74.64 - $79.12 $1.96 Million - $2.08 Million
-26,294 Reduced 1.86%
1,387,263 $109 Million
Q1 2021

May 17, 2021
SELL
$67.07 - $76.85 $7.77 Million - $8.9 Million
-115,818 Reduced 7.57%
1,413,557 $105 Million
Q4 2020

Feb 12, 2021
SELL
$55.93 - $68.45 $4.9 Million - $6 Million
-87,676 Reduced 5.42%
1,529,375 $104 Million
Q3 2020

Nov 16, 2020
BUY
$51.99 - $58.83 $1.2 Million - $1.35 Million
23,008 Added 1.44%
1,617,051 $89.8 Million
Q2 2020

Aug 14, 2020
BUY
$39.01 - $57.03 $29 Million - $42.4 Million
742,715 Added 87.24%
1,594,043 $83.9 Million
Q1 2020

May 15, 2020
SELL
$35.83 - $62.24 $4.53 Million - $7.87 Million
-126,520 Reduced 12.94%
851,328 $35.9 Million
Q4 2019

Feb 14, 2020
BUY
$54.56 - $60.24 $4.65 Million - $5.13 Million
85,233 Added 9.55%
977,848 $58.8 Million
Q3 2019

Nov 14, 2019
BUY
$56.23 - $57.59 $6.81 Million - $6.98 Million
121,187 Added 15.71%
892,615 $50.5 Million
Q2 2019

Aug 14, 2019
BUY
N/A
127,750 Added 19.85%
771,428 $44 Million
Q1 2019

May 15, 2019
SELL
N/A
-281,693 Reduced 30.44%
643,678 $35.6 Million
Q4 2018

Feb 14, 2019
BUY
N/A
110,510 Added 13.56%
925,371 $44.4 Million
Q3 2018

Nov 14, 2018
BUY
N/A
460,788 Added 130.14%
814,861 $47.1 Million
Q2 2018

Aug 14, 2018
BUY
N/A
18,830 Added 5.62%
354,073 $19.4 Million
Q1 2018

May 15, 2018
BUY
N/A
121,330 Added 56.72%
335,243 $17.7 Million
Q4 2017

Feb 12, 2018
BUY
N/A
4,694 Added 2.24%
213,913 $11.4 Million
Q3 2017

Nov 07, 2017
BUY
N/A
209,219
209,219 $10.5 Million

Others Institutions Holding SCHM

# of Institutions
1,019
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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