Bank Of Montreal Schwab Strategic U.S. Mid Cap Transaction History

Bank Of Montreal

  • $214 Billion
  • Q3 2024

A detailed history of Bank Of Montreal transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bank Of Montreal holds 3,875 shares of SCHM stock, worth $112,142. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,875
Previous 2,769 39.94%
Holding current value
$112,142
Previous $215,000 49.3%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$75.47 - $83.18 $83,469 - $91,997
1,106 Added 39.94%
3,875 $321,000
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $8,931 - $9,580
-118 Reduced 4.09%
2,769 $215,000
Q1 2024

May 13, 2024
SELL
$72.89 - $81.43 $583 - $651
-8 Reduced 0.28%
2,887 $235,000
Q4 2023

Feb 08, 2024
BUY
$63.01 - $75.95 $10,585 - $12,759
168 Added 6.16%
2,895 $218,000
Q3 2023

Nov 01, 2023
SELL
$66.75 - $73.98 $34,176 - $37,877
-512 Reduced 15.81%
2,727 $184,000
Q2 2023

Aug 02, 2023
SELL
$65.29 - $71.03 $31,926 - $34,733
-489 Reduced 13.12%
3,239 $230,000
Q1 2023

Jun 13, 2024
BUY
$64.24 - $73.9 $34,304 - $39,462
534 Added 18.5%
3,421 $232,000
Q4 2022

Feb 01, 2023
BUY
$61.05 - $69.94 $32,234 - $36,928
528 Added 16.5%
3,728 $244,000
Q3 2022

Nov 10, 2022
SELL
$60.5 - $72.51 $14,822 - $17,764
-245 Reduced 7.11%
3,200 $213,000
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $22,110 - $27,733
-363 Reduced 9.53%
3,445 $225,000
Q1 2022

May 12, 2022
BUY
$70.66 - $80.89 $48,260 - $55,247
683 Added 21.86%
3,808 $296,000
Q4 2021

Feb 11, 2022
SELL
$76.01 - $83.39 $356,030 - $390,598
-4,684 Reduced 59.98%
3,125 $255,000
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $390,120 - $423,044
5,226 Added 202.32%
7,809 $610,000
Q2 2021

Aug 12, 2021
BUY
$74.64 - $79.12 $192,795 - $204,366
2,583 New
2,583 $203,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
151M
Call Options Held
8.1K
Put Options Held
3.6K
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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