A detailed history of Anchor Investment Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Anchor Investment Management, LLC holds 69,087 shares of SCHM stock, worth $1.91 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
69,087
Previous 108,228 36.17%
Holding current value
$1.91 Million
Previous $8.81 Billion 38.99%
% of portfolio
0.55%
Previous 0.92%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 20, 2024

SELL
$75.69 - $81.19 $2.96 Million - $3.18 Million
-39,141 Reduced 36.17%
69,087 $5.38 Billion
Q1 2024

May 15, 2024

SELL
$72.89 - $81.43 $15,452 - $17,263
-212 Reduced 0.2%
108,228 $8.81 Billion
Q4 2023

Jan 02, 2024

BUY
$63.01 - $75.95 $6.83 Million - $8.24 Million
108,440 New
108,440 $8.17 Billion
Q3 2023

Jan 02, 2024

SELL
$66.75 - $73.98 $75,961 - $84,189
-1,138 Reduced 1.04%
108,152 $7.32 Billion
Q2 2023

Jan 02, 2024

SELL
$65.29 - $71.03 $5,745 - $6,250
-88 Reduced 0.08%
109,290 $7.76 Billion
Q1 2023

Jan 02, 2024

BUY
$64.24 - $73.9 $91,349 - $105,085
1,422 Added 1.32%
109,378 $7.42 Billion
Q4 2022

Jan 02, 2024

SELL
$61.05 - $69.94 $29,548 - $33,850
-484 Reduced 0.45%
107,956 $7.08 Billion
Q3 2022

Jan 02, 2024

SELL
$60.5 - $72.51 $175,087 - $209,843
-2,894 Reduced 2.67%
105,546 $6.39 Billion
Q2 2022

Jan 02, 2024

BUY
$60.91 - $76.4 $155,503 - $195,049
2,553 Added 2.85%
92,230 $5.79 Billion
Q1 2022

Jan 02, 2024

SELL
$70.66 - $80.89 $85,710 - $98,119
-1,213 Reduced 1.33%
89,677 $6.8 Billion
Q4 2021

Jan 02, 2024

BUY
$76.01 - $83.39 $229,474 - $251,754
3,019 Added 3.44%
90,890 $7.31 Billion
Q3 2021

Jan 02, 2024

SELL
$74.65 - $80.95 $1.54 Million - $1.67 Million
-20,569 Reduced 18.97%
87,871 $6.74 Billion
Q2 2021

Jan 02, 2024

BUY
$74.64 - $79.12 $177,344 - $187,989
2,376 Added 2.85%
85,837 $6.72 Billion
Q1 2021

Jan 02, 2024

SELL
$67.07 - $76.85 $357,281 - $409,379
-5,327 Reduced 6.0%
83,461 $6.21 Billion
Q4 2020

Jan 02, 2024

BUY
$55.93 - $68.45 $160,183 - $196,040
2,864 Added 3.33%
88,788 $6.05 Billion
Q3 2020

Jan 02, 2024

SELL
$51.99 - $58.83 $1.17 Million - $1.32 Million
-22,516 Reduced 20.76%
85,924 $4.77 Billion
Q2 2020

Jan 02, 2024

SELL
$39.01 - $57.03 $351 - $513
-9 Reduced 0.01%
86,685 $4.56 Billion
Q1 2020

Jan 02, 2024

SELL
$35.83 - $62.24 $238,376 - $414,082
-6,653 Reduced 7.13%
86,694 $3.66 Billion
Q4 2019

Jan 02, 2024

BUY
$54.56 - $60.24 $291,404 - $321,741
5,341 Added 6.07%
93,347 $5.61 Billion
Q3 2019

Jan 02, 2024

SELL
$56.23 - $57.59 $1.15 Million - $1.18 Million
-20,434 Reduced 18.84%
88,006 $4.98 Billion
Q2 2019

Jan 02, 2024

BUY
N/A
27,882 Added 46.38%
87,995 $5.02 Billion
Q1 2019

Jan 02, 2024

BUY
N/A
9,555 Added 18.9%
60,113 $3.33 Billion
Q4 2018

Jan 02, 2024

SELL
N/A
-12,942 Reduced 20.38%
50,558 $2.42 Billion
Q3 2018

Jan 02, 2024

SELL
N/A
-44,940 Reduced 41.44%
63,500 $3.67 Billion
Q2 2018

Jan 03, 2024

SELL
N/A
-53,492 Reduced 49.33%
54,948 $3.02 Billion
Q1 2018

Jan 03, 2024

BUY
N/A
7,781 Added 21.1%
44,655 $2.36 Billion
Q4 2017

Jan 03, 2024

BUY
N/A
27,258 Added 283.47%
36,874 $1.96 Billion
Q3 2017

Jan 03, 2024

BUY
N/A
6,294 Added 189.46%
9,616 $482 Million
Q2 2017

Jan 03, 2024

SELL
N/A
-105,118 Reduced 96.94%
3,322 $160 Million
Q1 2017

Jan 03, 2024

SELL
N/A
-108,013
427 $20.2 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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