Boyer & Corporon Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Boyer & Corporon Wealth Management, LLC

  • $291 Million
  • Q1 2024

A detailed history of Boyer & Corporon Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Boyer & Corporon Wealth Management, LLC holds 7,359 shares of SCHM stock, worth $586,217. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,359
Previous 7,702 4.45%
Holding current value
$586,217
Previous $580,000 3.28%
% of portfolio
0.21%
Previous 0.2%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $25,001 - $27,930
-343 Reduced 4.45%
7,359 $599,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $9,010 - $10,860
143 Added 1.89%
7,702 $580,000
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $26,766 - $29,665
401 Added 5.6%
7,559 $511,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $86,574 - $94,185
1,326 Added 22.74%
7,158 $508,000
Q1 2023

May 05, 2023
BUY
$64.24 - $73.9 $8,543 - $9,828
133 Added 2.33%
5,832 $395,000
Q4 2022

Jan 30, 2023
SELL
$64.3 - $69.94 $5,722 - $6,224
-89 Reduced 1.54%
5,699 $374,000
Q3 2022

Nov 09, 2022
BUY
N/A
418 Added 7.78%
5,788 $350,000
Q2 2022

Aug 11, 2022
BUY
N/A
181 Added 3.49%
5,370 $337,000
Q1 2022

May 04, 2022
BUY
N/A
66 Added 1.29%
5,189 $394,000
Q4 2021

Feb 08, 2022
BUY
N/A
237 Added 4.85%
5,123 $412,000
Q3 2021

Nov 10, 2021
BUY
N/A
4,886 New
4,886 $375,000
Q2 2021

Aug 09, 2021
SELL
N/A
-6,065 Closed
0 $0
Q1 2021

May 14, 2021
BUY
N/A
6,065 New
6,065 $451,000
Q4 2020

Feb 11, 2021
SELL
N/A
-6,332 Closed
0 $0
Q3 2020

Nov 06, 2020
SELL
N/A
-597 Reduced 8.62%
6,332 $351,000
Q2 2020

Aug 14, 2020
BUY
N/A
1,018 Added 17.22%
6,929 $365,000
Q1 2020

May 15, 2020
BUY
N/A
425 Added 7.75%
5,911 $249,000
Q4 2019

Feb 06, 2020
SELL
N/A
-2,442 Reduced 30.8%
5,486 $330,000
Q3 2019

Nov 13, 2019
SELL
N/A
-133 Reduced 1.65%
7,928 $448,000
Q2 2019

Aug 13, 2019
BUY
N/A
227 Added 2.9%
8,061 $460,000
Q1 2019

May 08, 2019
BUY
N/A
402 Added 5.41%
7,834 $434,000
Q4 2018

Feb 14, 2019
SELL
N/A
-376 Reduced 4.82%
7,432 $3.56 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-324 Reduced 3.98%
7,808 $452,000
Q2 2018

Aug 08, 2018
BUY
N/A
8,132 New
8,132 $446,000
Q1 2018

May 14, 2018
SELL
N/A
-9,381 Closed
0 $0
Q4 2017

Feb 13, 2018
SELL
N/A
-572 Reduced 5.75%
9,381 $500,000
Q3 2017

Nov 14, 2017
BUY
N/A
9,953
9,953 $499,000

Others Institutions Holding SCHM

# of Institutions
899
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
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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