Benjamin Edwards Inc Schwab Strategic U.S. Mid Cap Transaction History

Benjamin Edwards Inc

  • $520 Million
  • Q2 2024

A detailed history of Benjamin Edwards Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Benjamin Edwards Inc holds 1,019 shares of SCHM stock, worth $28,134. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,019
Previous 913 11.61%
Holding current value
$28,134
Previous $74,000 6.76%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 12, 2024
BUY
$75.69 - $81.19 $8,023 - $8,606
106 Added 11.61%
1,019 $79,000
Q1 2024

Apr 29, 2024
SELL
$72.89 - $81.43 $17,493 - $19,543
-240 Reduced 20.82%
913 $74,000
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $8,695 - $10,481
138 Added 13.6%
1,153 $87,000
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $33,975 - $37,655
509 Added 100.59%
1,015 $69,000
Q2 2023

Aug 15, 2023
SELL
$65.29 - $71.03 $1,566 - $1,704
-24 Reduced 4.53%
506 $36,000
Q1 2023

Apr 27, 2023
SELL
$64.24 - $73.9 $192 - $221
-3 Reduced 0.56%
530 $36,000
Q4 2022

Feb 07, 2023
SELL
$61.05 - $69.94 $11,172 - $12,799
-183 Reduced 25.56%
533 $35,000
Q3 2022

Oct 28, 2022
BUY
$60.5 - $72.51 $1,270 - $1,522
21 Added 3.02%
716 $43,000
Q2 2022

Aug 12, 2022
BUY
$60.91 - $76.4 $4,080 - $5,118
67 Added 10.67%
695 $44,000
Q1 2022

May 04, 2022
BUY
$70.66 - $80.89 $2,967 - $3,397
42 Added 7.17%
628 $48,000
Q4 2021

Feb 07, 2022
BUY
$76.01 - $83.39 $1,368 - $1,501
18 Added 3.17%
586 $47,000
Q3 2021

Nov 02, 2021
SELL
$74.65 - $80.95 $447 - $485
-6 Reduced 1.05%
568 $44,000
Q2 2021

Aug 11, 2021
SELL
$74.64 - $79.12 $8,882 - $9,415
-119 Reduced 17.17%
574 $45,000
Q1 2021

May 14, 2021
SELL
$67.07 - $76.85 $603 - $691
-9 Reduced 1.28%
693 $52,000
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $1,789 - $2,190
32 Added 4.78%
702 $48,000
Q3 2020

Nov 16, 2020
BUY
$51.99 - $58.83 $311 - $352
6 Added 0.9%
670 $37,000
Q2 2020

Aug 14, 2020
BUY
$39.01 - $57.03 $15,018 - $21,956
385 Added 137.99%
664 $35,000
Q1 2020

May 07, 2020
BUY
$35.83 - $62.24 $6,951 - $12,074
194 Added 228.24%
279 $12,000
Q3 2019

Nov 05, 2019
SELL
$56.23 - $57.59 $449 - $460
-8 Reduced 8.6%
85 $5,000
Q2 2019

Aug 08, 2019
BUY
N/A
93 New
93 $5,000

Others Institutions Holding SCHM

# of Institutions
925
Shares Held
96.1M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
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More about SCHM
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