Capital Directions Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 1,768 shares of SCHM stock, worth $140,821. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,768
Previous 0 Infinity%
Holding current value
$140,821
Previous $107,000 7.48%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$64.3 - $69.94 $113,682 - $123,653
1,768 New
1,768 $115,000
Q3 2022

Nov 02, 2022
SELL
N/A
-1,768 Closed
0 $107,000
Q1 2022

May 16, 2022
BUY
N/A
1,768 New
1,768 $134,000
Q4 2021

Feb 22, 2022
SELL
N/A
-1,768 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
N/A
1,768 New
1,768 $138,000
Q1 2021

May 17, 2021
SELL
N/A
-1,768 Closed
0 $0
Q4 2020

Feb 10, 2021
SELL
N/A
-80 Reduced 4.33%
1,768 $121,000
Q1 2020

May 11, 2020
BUY
N/A
330 Added 21.74%
1,848 $78,000
Q3 2019

Nov 14, 2019
BUY
N/A
63 Added 4.33%
1,518 $86,000
Q2 2018

Aug 14, 2018
SELL
N/A
-115 Reduced 7.32%
1,455 $80,000
Q1 2018

May 10, 2018
BUY
N/A
25 Added 1.62%
1,570 $83,000
Q4 2017

Feb 15, 2018
BUY
N/A
1 Added 0.06%
1,545 $82,000
Q3 2017

Nov 14, 2017
BUY
N/A
89 Added 6.12%
1,544 $77,000
Q2 2017

Aug 15, 2017
BUY
N/A
1,455
1,455 $70,000

Others Institutions Holding SCHM

# of Institutions
910
Shares Held
94.7M
Call Options Held
6.2K
Put Options Held
3K
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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