Amg National Trust Bank Schwab Strategic U.S. Mid Cap Transaction History

Amg National Trust Bank

$3.62 Billion
Q4 2024

A detailed history of Amg National Trust Bank transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Amg National Trust Bank holds 34,650 shares of SCHM stock, worth $918,225. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,650

Previous 11,550 200.0%

Holding current value

$918,225

Previous $959,000 0.1%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$27.54 - $83.04 $636,174 - $1.92 Million	23,100 Added 200.0%	34,650 $960,000
Q2 2023 Aug 02, 2023	SELL	$65.29 - $71.03 $9,793 - $10,654	-150 Reduced 1.28%	11,550 $820,000
Q1 2023 May 10, 2023	SELL	$64.24 - $73.9 $6,423 - $7,390	-100 Reduced 0.85%	11,700 $793,000
Q2 2022 Aug 05, 2022	SELL	$60.91 - $76.4 $1.28 Million - $1.6 Million	-20,944 Reduced 63.96%	11,800 $817,000
Q4 2020 Jan 29, 2021	SELL	$55.93 - $68.45 $37,752 - $46,203	-675 Reduced 2.02%	32,744 $2.23 Million
Q2 2020 Aug 13, 2020	BUY	$39.01 - $57.03 $1.3 Million - $1.91 Million	33,419 New	33,419 $1.76 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Amg National Trust Bank Schwab Strategic U.S. Mid Cap Transaction History