Capital Insight Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Capital Insight Partners, LLC

$565 Million
Q3 2024

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%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Capital Insight Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History