Ancora Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Ancora Advisors, LLC

  • $3.73 Billion
  • Q2 2024

A detailed history of Ancora Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ancora Advisors, LLC holds 3,202 shares of SCHM stock, worth $93,498. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,202
Previous 3,348 4.36%
Holding current value
$93,498
Previous $272,000 8.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024
SELL
$75.69 - $81.19 $11,050 - $11,853
-146 Reduced 4.36%
3,202 $249,000
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $63 - $75
1 Added 0.03%
3,348 $252,000
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $66 - $73
1 Added 0.03%
3,347 $226,000
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $64 - $73
1 Added 0.03%
3,346 $227,000
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $176,190 - $201,846
2,886 Added 628.76%
3,345 $219,000
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $17,605 - $21,100
291 Added 173.21%
459 $28,000
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $10,232 - $12,835
168 New
168 $11,000

Others Institutions Holding SCHM

# of Institutions
932
Shares Held
95.7M
Call Options Held
6.2K
Put Options Held
3K
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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