Boltwood Capital Management Schwab Strategic U.S. Mid Cap Transaction History

Boltwood Capital Management

  • $319 Million
  • Q2 2024

A detailed history of Boltwood Capital Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Boltwood Capital Management holds 23,598 shares of SCHM stock, worth $1.87 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
23,598
Previous 23,423 0.75%
Holding current value
$1.87 Million
Previous $1.91 Million 3.72%
% of portfolio
0.58%
Previous 0.59%

Shares

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

Jul 08, 2024
BUY
$75.69 - $81.19 $13,245 - $14,208
175 Added 0.75%
23,598 $1.84 Million
Q1 2024

Apr 04, 2024
BUY
$72.89 - $81.43 $93,590 - $104,556
1,284 Added 5.8%
23,423 $1.91 Million
Q4 2023

Jan 05, 2024
BUY
$63.01 - $75.95 $193,440 - $233,166
3,070 Added 16.1%
22,139 $1.67 Million
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $84,639 - $93,806
1,268 Added 7.12%
19,069 $1.29 Million
Q2 2023

Jul 06, 2023
BUY
$65.29 - $71.03 $74,300 - $80,832
1,138 Added 6.83%
17,801 $1.26 Million
Q1 2023

Apr 03, 2023
SELL
$64.24 - $73.9 $67,837 - $78,038
-1,056 Reduced 5.96%
16,663 $1.13 Million
Q4 2022

Jan 06, 2023
BUY
$64.3 - $69.94 $160,750 - $174,850
2,500 Added 16.43%
17,719 $0
Q3 2022

Oct 04, 2022
BUY
N/A
1,298 Added 9.32%
15,219 $921,000
Q2 2022

Jul 07, 2022
BUY
N/A
1,014 Added 7.86%
13,921 $873,000
Q1 2022

Apr 20, 2022
BUY
N/A
3,161 Added 32.43%
12,907 $979,000
Q4 2021

Jan 10, 2022
BUY
N/A
1,491 Added 18.06%
9,746 $784,000
Q3 2021

Oct 08, 2021
BUY
N/A
1,765 Added 27.2%
8,255 $633,000
Q2 2021

Jul 06, 2021
BUY
N/A
655 Added 11.23%
6,490 $508,000
Q1 2021

Apr 05, 2021
BUY
N/A
85 Added 1.48%
5,835 $434,000
Q4 2020

Jan 04, 2021
BUY
N/A
400 Added 7.48%
5,750 $392,000
Q3 2020

Oct 05, 2020
SELL
N/A
-100 Reduced 1.83%
5,350 $297,000
Q2 2020

Jul 02, 2020
SELL
N/A
-2,525 Reduced 31.66%
5,450 $287,000
Q1 2020

Apr 07, 2020
SELL
N/A
-5,536 Reduced 40.97%
7,975 $336,000
Q4 2019

Jan 07, 2020
BUY
N/A
5,186 Added 62.29%
13,511 $813,000
Q3 2019

Oct 02, 2019
BUY
N/A
2,850 Added 52.05%
8,325 $471,000
Q2 2019

Jul 01, 2019
BUY
N/A
1,025 Added 23.03%
5,475 $313,000
Q1 2019

Apr 02, 2019
SELL
N/A
-3,015 Reduced 40.39%
4,450 $246,000
Q4 2018

Jan 07, 2019
BUY
N/A
672 Added 9.89%
7,465 $357,000
Q3 2018

Oct 10, 2018
BUY
N/A
1,009 Added 17.44%
6,793 $392,000
Q2 2018

Jul 06, 2018
BUY
N/A
1,534 Added 36.09%
5,784 $317,000
Q4 2017

Jan 10, 2018
BUY
N/A
200 Added 4.94%
4,250 $226,000
Q3 2017

Oct 10, 2017
BUY
N/A
4,050
4,050 $202,000

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
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