A detailed history of Busey Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Busey Wealth Management holds 3,984 shares of SCHM stock, worth $307,126. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,984
Previous 4,145 3.88%
Holding current value
$307,126
Previous $312,000 3.85%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 23, 2024

SELL
$72.89 - $81.43 $11,735 - $13,110
-161 Reduced 3.88%
3,984 $324,000
Q1 2023

Apr 25, 2023

SELL
$64.24 - $73.9 $192 - $221
-3 Reduced 0.07%
4,145 $281,000
Q4 2022

Jan 23, 2023

SELL
$64.3 - $69.94 $54,269 - $59,029
-844 Reduced 16.91%
4,148 $0
Q3 2022

Oct 24, 2022

BUY
N/A
1,008 Added 25.3%
4,992 $302,000
Q2 2022

Aug 01, 2022

BUY
N/A
3,984 New
3,984 $250,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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