A detailed history of Blooom, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blooom, Inc. holds 4,519 shares of SCHM stock, worth $131,186. This represents 0.59% of its overall portfolio holdings.

Number of Shares
4,519
Previous 4,961 8.91%
Holding current value
$131,186
Previous $321,000 3.74%
% of portfolio
0.59%
Previous 0.55%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 01, 2022

SELL
$60.5 - $72.51 $26,741 - $32,049
-442 Reduced 8.91%
4,519 $309,000
Q2 2022

Aug 01, 2022

SELL
$60.91 - $76.4 $8,040 - $10,084
-132 Reduced 2.59%
4,961 $321,000
Q1 2022

May 06, 2022

BUY
$70.66 - $80.89 $29,535 - $33,812
418 Added 8.94%
5,093 $396,000
Q4 2021

Jan 19, 2022

SELL
$76.01 - $83.39 $30,251 - $33,189
-398 Reduced 7.85%
4,675 $376,000
Q3 2021

Oct 19, 2021

SELL
$74.65 - $80.95 $10,674 - $11,575
-143 Reduced 2.74%
5,073 $393,000
Q2 2021

Sep 23, 2021

BUY
$74.64 - $79.12 $11,643 - $12,342
156 Added 3.08%
5,216 $408,000
Q1 2021

Oct 21, 2021

SELL
$67.07 - $76.85 $27,498 - $31,508
-410 Reduced 7.5%
5,060 $376,000
Q4 2020

Oct 21, 2021

BUY
$55.93 - $68.45 $305,937 - $374,421
5,470 New
5,470 $448,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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