Anchor Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Anchor Investment Management, LLC

$1.07 Trillion
Q1 2025

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 203,737 shares of SCHM stock, worth $5.51 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

203,737

Previous 201,941 0.89%

Holding current value

$5.51 Million

Previous $5.6 Billion 4.61%

% of portfolio

0.5%

Previous 0.52%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	BUY	$25.58 - $29.24 $45,941 - $52,515	1,796 Added 0.89%	203,737 $5.34 Billion
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $3.63 Million - $10.9 Million	131,718 Added 187.57%	201,941 $5.6 Billion
Q3 2024 Nov 21, 2024	BUY	$75.47 - $83.18 $85,733 - $94,492	1,136 Added 1.64%	70,223 $5.83 Billion
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

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Anchor Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History