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

Armor Investment Advisors, LLC

$239 Million
Q1 2025

A detailed history of Armor Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Armor Investment Advisors, LLC holds 59,884 shares of SCHM stock, worth $1.53 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

59,884

Previous 61,249 2.23%

Holding current value

$1.53 Million

Previous $1.7 Million 7.6%

% of portfolio

0.65%

Previous 0.71%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$25.58 - $29.24 $34,916 - $39,912	-1,365 Reduced 2.23%	59,884 $1.57 Million
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $1.11 Million - $3.34 Million	40,259 Added 191.8%	61,249 $1.7 Million
Q3 2024 Oct 30, 2024	SELL	$75.47 - $83.18 $10,792 - $11,894	-143 Reduced 0.68%	20,990 $1.74 Million
Q2 2024 Jul 25, 2024	SELL	$75.69 - $81.19 $16,349 - $17,537	-216 Reduced 1.01%	21,133 $1.64 Million
Q1 2024 Apr 25, 2024	SELL	$72.89 - $81.43 $37,465 - $41,855	-514 Reduced 2.35%	21,349 $1.74 Million
Q4 2023 Jan 19, 2024	SELL	$63.01 - $75.95 $31,000 - $37,367	-492 Reduced 2.2%	21,863 $1.65 Million
Q3 2023 Oct 23, 2023	BUY	$66.75 - $73.98 $27,300 - $30,257	409 Added 1.86%	22,355 $1.51 Million
Q2 2023 Jul 19, 2023	SELL	$65.29 - $71.03 $5,288 - $5,753	-81 Reduced 0.37%	21,946 $1.56 Million
Q1 2023 May 09, 2023	SELL	$64.24 - $73.9 $15,032 - $17,292	-234 Reduced 1.05%	22,027 $1.49 Million
Q4 2022 Jan 30, 2023	SELL	$61.05 - $69.94 $14,835 - $16,995	-243 Reduced 1.08%	22,261 $1.46 Million
Q3 2022 Oct 31, 2022	SELL	$60.5 - $72.51 $30,008 - $35,964	-496 Reduced 2.16%	22,504 $1.36 Million
Q2 2022 Aug 01, 2022	SELL	$60.91 - $76.4 $52,199 - $65,474	-857 Reduced 3.59%	23,000 $1.44 Million
Q1 2022 May 10, 2022	SELL	$70.66 - $80.89 $61,191 - $70,050	-866 Reduced 3.5%	23,857 $1.81 Million
Q4 2021 Feb 07, 2022	SELL	$76.01 - $83.39 $393,503 - $431,710	-5,177 Reduced 17.31%	24,723 $1.99 Million
Q3 2021 Nov 02, 2021	SELL	$74.65 - $80.95 $114,662 - $124,339	-1,536 Reduced 4.89%	29,900 $2.29 Million
Q2 2021 Jul 27, 2021	BUY	$74.64 - $79.12 $244,222 - $258,880	3,272 Added 11.62%	31,436 $2.46 Million
Q1 2021 May 04, 2021	BUY	$67.07 - $76.85 $23,876 - $27,358	356 Added 1.28%	28,164 $2.1 Million
Q4 2020 Feb 11, 2021	BUY	$55.93 - $68.45 $37,473 - $45,861	670 Added 2.47%	27,808 $1.9 Million
Q3 2020 Nov 09, 2020	BUY	$51.99 - $58.83 $89,110 - $100,834	1,714 Added 6.74%	27,138 $1.51 Million
Q2 2020 Aug 04, 2020	BUY	$39.01 - $57.03 $43,496 - $63,588	1,115 Added 4.59%	25,424 $1.34 Million
Q1 2020 May 08, 2020	BUY	$35.83 - $62.24 $81,154 - $140,973	2,265 Added 10.27%	24,309 $1.03 Million
Q4 2019 Feb 05, 2020	BUY	$54.56 - $60.24 $108,410 - $119,696	1,987 Added 9.91%	22,044 $1.33 Million
Q3 2019 Nov 04, 2019	BUY	$56.23 - $57.59 $139,169 - $142,535	2,475 Added 14.08%	20,057 $1.13 Million
Q2 2019 Aug 13, 2019	BUY	N/A	3,687 Added 26.53%	17,582 $1 Million
Q1 2019 May 09, 2019	BUY	N/A	370 Added 2.74%	13,895 $770,000
Q4 2018 Feb 08, 2019	BUY	N/A	1,000 Added 7.98%	13,525 $648,000
Q3 2018 Nov 05, 2018	BUY	N/A	10 Added 0.08%	12,525 $724,000
Q2 2018 Aug 13, 2018	BUY	N/A	999 Added 8.67%	12,515 $687,000
Q1 2018 May 08, 2018	BUY	N/A	2,300 Added 24.96%	11,516 $609,000
Q4 2017 Feb 01, 2018	BUY	N/A	166 Added 1.83%	9,216 $491,000
Q3 2017 Nov 02, 2017	BUY	N/A	100 Added 1.12%	9,050 $453,000
Q2 2017 Aug 09, 2017	BUY	N/A	8,950	8,950 $431,000

Others Institutions Holding SCHM

# of Institutions

1,000

Shares Held

284M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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