A detailed history of Brightworth transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brightworth holds 49,998 shares of SCHM stock, worth $1.44 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
49,998
Previous 53,547 6.63%
Holding current value
$1.44 Million
Previous $3.36 Million 9.91%
% of portfolio
0.32%
Previous 0.36%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 28, 2022

SELL
$60.5 - $72.51 $214,714 - $257,337
-3,549 Reduced 6.63%
49,998 $3.03 Million
Q2 2022

Jul 25, 2022

SELL
$60.91 - $76.4 $40,322 - $50,576
-662 Reduced 1.22%
53,547 $3.36 Million
Q1 2022

Apr 29, 2022

SELL
$70.66 - $80.89 $463,176 - $530,233
-6,555 Reduced 10.79%
54,209 $4.11 Million
Q4 2021

Jan 26, 2022

BUY
$76.01 - $83.39 $157,340 - $172,617
2,070 Added 3.53%
60,764 $4.89 Million
Q3 2021

Oct 27, 2021

BUY
$74.65 - $80.95 $265,007 - $287,372
3,550 Added 6.44%
58,694 $4.5 Million
Q2 2021

Jul 29, 2021

BUY
$74.64 - $79.12 $189,884 - $201,281
2,544 Added 4.84%
55,144 $4.32 Million
Q1 2021

Apr 19, 2021

SELL
$67.07 - $76.85 $30,718 - $35,197
-458 Reduced 0.86%
52,600 $3.92 Million
Q4 2020

Feb 03, 2021

SELL
$55.93 - $68.45 $16,667 - $20,398
-298 Reduced 0.56%
53,058 $3.62 Million
Q3 2020

Nov 02, 2020

SELL
$51.99 - $58.83 $368,921 - $417,457
-7,096 Reduced 11.74%
53,356 $2.96 Million
Q2 2020

Jul 22, 2020

BUY
$39.01 - $57.03 $902,574 - $1.32 Million
23,137 Added 62.0%
60,452 $3.18 Million
Q1 2020

May 12, 2020

SELL
$35.83 - $62.24 $79,148 - $137,488
-2,209 Reduced 5.59%
37,315 $1.57 Million
Q4 2019

Jan 23, 2020

BUY
$54.56 - $60.24 $127,397 - $140,660
2,335 Added 6.28%
39,524 $2.38 Million
Q3 2019

Nov 01, 2019

BUY
$56.23 - $57.59 $94,747 - $97,039
1,685 Added 4.75%
37,189 $2.1 Million
Q2 2019

Jul 31, 2019

BUY
N/A
949 Added 2.75%
35,504 $2.03 Million
Q1 2019

Apr 26, 2019

BUY
N/A
4,684 Added 15.68%
34,555 $1.91 Million
Q4 2018

Feb 01, 2019

SELL
N/A
-5,733 Reduced 16.1%
29,871 $1.43 Million
Q3 2018

Oct 25, 2018

BUY
N/A
1,545 Added 4.54%
35,604 $2.06 Million
Q2 2018

Aug 03, 2018

SELL
N/A
-893 Reduced 2.55%
34,059 $1.87 Million
Q1 2018

Apr 25, 2018

BUY
N/A
4,273 Added 13.93%
34,952 $1.85 Million
Q4 2017

Jan 24, 2018

BUY
N/A
1,890 Added 6.57%
30,679 $1.63 Million
Q3 2017

Oct 30, 2017

BUY
N/A
28,789
28,789 $1.44 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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