A detailed history of Capital Insight Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Insight Partners, LLC holds 2,433 shares of SCHM stock, worth $71,043. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,433
Holding current value
$71,043
% of portfolio
0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$75.47 - $83.18 $183,618 - $202,376
2,433 New
2,433 $202,000
Q2 2022

Jul 20, 2022

SELL
$60.91 - $76.4 $173,654 - $217,816
-2,851 Closed
0 $0
Q1 2022

Apr 21, 2022

BUY
$70.66 - $80.89 $4,734 - $5,419
67 Added 2.41%
2,851 $216,000
Q4 2021

Jan 20, 2022

SELL
$76.01 - $83.39 $52,978 - $58,122
-697 Reduced 20.02%
2,784 $224,000
Q3 2021

Oct 13, 2021

BUY
$74.65 - $80.95 $25,903 - $28,089
347 Added 11.07%
3,481 $267,000
Q1 2021

Apr 20, 2021

SELL
$67.07 - $76.85 $54,594 - $62,555
-814 Reduced 20.62%
3,134 $233,000
Q4 2020

Feb 02, 2021

SELL
$55.93 - $68.45 $615 - $752
-11 Reduced 0.28%
3,948 $269,000
Q3 2020

Nov 04, 2020

SELL
$51.99 - $58.83 $42,111 - $47,652
-810 Reduced 16.98%
3,959 $220,000
Q2 2020

Jul 15, 2020

BUY
$39.01 - $57.03 $186,038 - $271,976
4,769 New
4,769 $251,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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