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 $83,792. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,019
Previous 913 11.61%
Holding current value
$83,792
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
912
Shares Held
94.8M
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
Track This Portfolio

Track Benjamin Edwards Inc Portfolio

Follow Benjamin Edwards Inc 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 Benjamin Edwards Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benjamin Edwards Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email