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

Bigelow Investment Advisors, LLC

  • $203 Million
  • Q1 2024

A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 12,573 shares of SCHM stock, worth $975,036. This represents 0.5% of its overall portfolio holdings.

Number of Shares
12,573
Previous 12,683 0.87%
Holding current value
$975,036
Previous $955,000 7.12%
% of portfolio
0.5%
Previous 0.52%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$72.89 - $81.43 $8,017 - $8,957
-110 Reduced 0.87%
12,573 $1.02 Million
Q4 2023

Jan 31, 2024
SELL
$63.01 - $75.95 $32,639 - $39,342
-518 Reduced 3.92%
12,683 $955,000
Q3 2023

Oct 31, 2023
SELL
$66.75 - $73.98 $600 - $665
-9 Reduced 0.07%
13,201 $893,000
Q2 2023

Jul 25, 2023
SELL
$65.29 - $71.03 $35,387 - $38,498
-542 Reduced 3.94%
13,210 $938,000
Q1 2023

May 09, 2023
SELL
$64.24 - $73.9 $5,781 - $6,651
-90 Reduced 0.65%
13,752 $933,000
Q4 2022

Jan 26, 2023
SELL
$64.3 - $69.94 $155,477 - $169,114
-2,418 Reduced 14.87%
13,842 $0
Q3 2022

Nov 10, 2022
SELL
N/A
-450 Reduced 2.69%
16,260 $984,000
Q2 2022

Jul 18, 2022
SELL
N/A
-758 Reduced 4.34%
16,710 $1.05 Million
Q1 2022

Apr 29, 2022
BUY
N/A
876 Added 5.28%
17,468 $1.33 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-146 Reduced 0.87%
16,592 $1.33 Million
Q3 2021

Nov 04, 2021
BUY
N/A
1,049 Added 6.69%
16,738 $1.28 Million
Q1 2021

May 06, 2021
SELL
N/A
-1,985 Reduced 11.23%
15,689 $1.17 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-770 Reduced 4.17%
17,674 $1.21 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-2,741 Reduced 12.94%
18,444 $1.02 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-12,227 Reduced 36.59%
21,185 $1.12 Million
Q1 2020

May 05, 2020
BUY
N/A
1,035 Added 3.2%
33,412 $1.41 Million
Q4 2019

Jan 31, 2020
BUY
N/A
1,373 Added 4.43%
32,377 $1.95 Million
Q3 2019

Oct 22, 2019
BUY
N/A
2,203 Added 7.65%
31,004 $1.75 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-3,321 Reduced 10.34%
28,801 $1.64 Million
Q1 2019

Apr 25, 2019
SELL
N/A
-2,373 Reduced 6.88%
32,122 $1.78 Million
Q4 2018

Jan 29, 2019
BUY
N/A
300 Added 0.88%
34,495 $1.65 Million
Q3 2018

Nov 05, 2018
BUY
N/A
774 Added 2.32%
34,195 $1.98 Million
Q2 2018

Jul 19, 2018
BUY
N/A
1,902 Added 6.03%
33,421 $1.83 Million
Q1 2018

Apr 19, 2018
BUY
N/A
66 Added 0.21%
31,519 $1.67 Million
Q4 2017

Feb 09, 2018
BUY
N/A
31,453
31,453 $1.68 Million

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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