A detailed history of Arlington Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 2,959 shares of SCHM stock, worth $85,337. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,959
Previous 3,130 5.46%
Holding current value
$85,337
Previous $243,000 0.82%
% of portfolio
0.06%
Previous 0.07%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$75.47 - $83.18 $12,905 - $14,223
-171 Reduced 5.46%
2,959 $245,000
Q2 2024

Jul 16, 2024

SELL
$75.69 - $81.19 $31,032 - $33,287
-410 Reduced 11.58%
3,130 $243,000
Q1 2024

Apr 17, 2024

SELL
$72.89 - $81.43 $1.02 Million - $1.14 Million
-13,940 Reduced 79.75%
3,540 $288,000
Q4 2023

Jan 08, 2024

BUY
$63.01 - $75.95 $10,585 - $12,759
168 Added 0.97%
17,480 $1.32 Million
Q3 2023

Nov 02, 2023

BUY
$66.75 - $73.98 $46,391 - $51,416
695 Added 4.18%
17,312 $1.17 Million
Q2 2023

Jul 24, 2023

BUY
$65.29 - $71.03 $48,510 - $52,775
743 Added 4.68%
16,617 $1.18 Million
Q1 2023

May 05, 2023

BUY
$64.24 - $73.9 $86,659 - $99,691
1,349 Added 9.29%
15,874 $1.08 Million
Q4 2022

Jan 18, 2023

BUY
$61.05 - $69.94 $17,277 - $19,793
283 Added 1.99%
14,525 $0
Q3 2022

Oct 18, 2022

BUY
$60.5 - $72.51 $14,096 - $16,894
233 Added 1.66%
14,242 $862,000
Q2 2022

Jul 13, 2022

BUY
$60.91 - $76.4 $62,615 - $78,539
1,028 Added 7.92%
14,009 $879,000
Q1 2022

Apr 26, 2022

BUY
$70.66 - $80.89 $65,855 - $75,389
932 Added 7.74%
12,981 $985,000
Q4 2021

Jan 18, 2022

BUY
$76.01 - $83.39 $14,593 - $16,010
192 Added 1.62%
12,049 $969,000
Q3 2021

Nov 12, 2021

BUY
$74.65 - $80.95 $20,080 - $21,775
269 Added 2.32%
11,857 $909,000
Q2 2021

Jul 30, 2021

BUY
$74.64 - $79.12 $12,838 - $13,608
172 Added 1.51%
11,588 $907,000
Q1 2021

Apr 23, 2021

BUY
$67.07 - $76.85 $54,259 - $62,171
809 Added 7.63%
11,416 $850,000
Q4 2020

Jan 29, 2021

BUY
$55.93 - $68.45 $52,797 - $64,616
944 Added 9.77%
10,607 $723,000
Q3 2020

Nov 03, 2020

SELL
$51.99 - $58.83 $31,038 - $35,121
-597 Reduced 5.82%
9,663 $536,000
Q2 2020

Jul 15, 2020

BUY
$39.01 - $57.03 $62,494 - $91,362
1,602 Added 18.5%
10,260 $540,000
Q1 2020

Apr 09, 2020

BUY
$35.83 - $62.24 $37,514 - $65,165
1,047 Added 13.76%
8,658 $365,000
Q4 2019

Jan 15, 2020

BUY
$54.56 - $60.24 $10,584 - $11,686
194 Added 2.62%
7,611 $458,000
Q3 2019

Nov 08, 2019

SELL
$56.23 - $57.59 $11,920 - $12,209
-212 Reduced 2.78%
7,417 $419,000
Q2 2019

Aug 05, 2019

BUY
N/A
413 Added 5.72%
7,629 $436,000
Q1 2019

May 13, 2019

BUY
N/A
409 Added 6.01%
7,216 $400,000
Q4 2018

Jan 17, 2019

BUY
N/A
107 Added 1.6%
6,807 $326,000
Q3 2018

Nov 14, 2018

BUY
N/A
136 Added 2.07%
6,700 $362,000
Q2 2018

Aug 13, 2018

BUY
N/A
644 Added 10.88%
6,564 $368,000
Q1 2018

Apr 20, 2018

SELL
N/A
-123 Reduced 2.04%
5,920 $313,000
Q4 2017

Feb 01, 2018

BUY
N/A
6,043
6,043 $338,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Arlington Financial Advisors, LLC Portfolio

Follow Arlington Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arlington Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arlington Financial Advisors, LLC with notifications on news.