Bouchey Financial Group LTD Schwab Strategic U.S. Mid Cap Transaction History

Bouchey Financial Group LTD

$1.08 Billion
Q1 2025

A detailed history of Bouchey Financial Group LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bouchey Financial Group LTD holds 38,415 shares of SCHM stock, worth $1.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

38,415

Previous 38,415 -0.0%

Holding current value

$1.04 Million

Previous $1.06 Million 5.45%

% of portfolio

0.09%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$27.54 - $83.04 $705,299 - $2.13 Million	25,610 Added 200.0%	38,415 $1.06 Million
Q3 2024 Oct 24, 2024	SELL	$75.47 - $83.18 $3,320 - $3,659	-44 Reduced 0.34%	12,805 $1.06 Million
Q1 2024 Apr 23, 2024	BUY	$72.89 - $81.43 $554,036 - $618,949	7,601 Added 144.84%	12,849 $1.05 Million
Q2 2022 Jul 27, 2022	BUY	$60.91 - $76.4 $319,655 - $400,947	5,248 New	5,248 $329,000
Q2 2022 Jul 26, 2022	SELL	$60.91 - $76.4 $319,655 - $400,947	-5,248 Closed	0 $0
Q2 2021 Aug 24, 2021	BUY	$74.64 - $79.12 $391,710 - $415,221	5,248 New	5,248 $411,000
Q2 2021 Aug 12, 2021	SELL	$74.64 - $79.12 $413,580 - $438,403	-5,541 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$67.07 - $76.85 $1,341 - $1,537	20 Added 0.36%	5,541 $412,000
Q4 2020 Feb 10, 2021	BUY	$55.93 - $68.45 $111 - $136	2 Added 0.04%	5,521 $376,000
Q3 2020 Oct 23, 2020	BUY	$51.99 - $58.83 $52,093 - $58,947	1,002 Added 22.18%	5,519 $306,000
Q2 2020 Jul 28, 2020	BUY	$39.01 - $57.03 $176,208 - $257,604	4,517 New	4,517 $238,000
Q1 2020 Apr 09, 2020	SELL	$35.83 - $62.24 $215,517 - $374,373	-6,015 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$54.56 - $60.24 $218 - $240	4 Added 0.07%	6,015 $362,000
Q3 2019 Oct 16, 2019	BUY	$56.23 - $57.59 $168 - $172	3 Added 0.05%	6,011 $340,000
Q4 2018 Jan 14, 2019	BUY	N/A	2,008 Added 50.2%	6,008 $288,000
Q3 2018 Oct 09, 2018	SELL	N/A	-1,037 Reduced 20.59%	4,000 $231,000
Q2 2018 Jul 11, 2018	BUY	N/A	11 Added 0.22%	5,037 $276,000
Q1 2018 Apr 09, 2018	SELL	N/A	-114,346 Reduced 95.79%	5,026 $266,000
Q4 2017 Jan 18, 2018	SELL	N/A	-540 Reduced 0.45%	119,372 $6.36 Million
Q3 2017 Nov 07, 2017	BUY	N/A	119,912	119,912 $6.01 Million

Others Institutions Holding SCHM

# of Institutions

1,003

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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Bouchey Financial Group LTD Schwab Strategic U.S. Mid Cap Transaction History