Blooom, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Blooom, Inc.

$52.7 Million
Q3 2022

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 $122,238. This represents 0.59% of its overall portfolio holdings.

Number of Shares

4,519

Previous 4,961 8.91%

Holding current value

$122,238

Previous $321,000 3.74%

% of portfolio

0.59%

Previous 0.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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