A detailed history of Boston Mountain Money Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Boston Mountain Money Management Inc holds 29,029 shares of SCHM stock, worth $2.41 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
29,029
Previous 30,099 3.55%
Holding current value
$2.41 Million
Previous $2.45 Billion 7.82%
% of portfolio
1.49%
Previous 1.68%

Shares

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

Jul 19, 2024

SELL
$75.69 - $81.19 $80,988 - $86,873
-1,070 Reduced 3.55%
29,029 $2.26 Billion
Q1 2024

May 14, 2024

BUY
$72.89 - $81.43 $2.19 Million - $2.45 Million
30,099 New
30,099 $2.45 Billion

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Boston Mountain Money Management Inc Portfolio

Follow Boston Mountain Money Management 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 Boston Mountain Money Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Boston Mountain Money Management Inc with notifications on news.