A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 3,579 shares of SCHM stock, worth $103,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,579
Previous 7,153 49.97%
Holding current value
$103,218
Previous $556,000 46.58%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$75.47 - $83.18 $269,729 - $297,285
-3,574 Reduced 49.97%
3,579 $297,000
Q2 2024

Aug 09, 2024

BUY
$75.69 - $81.19 $3,406 - $3,653
45 Added 0.63%
7,153 $556,000
Q1 2024

May 10, 2024

BUY
$72.89 - $81.43 $4,592 - $5,130
63 Added 0.89%
7,108 $578,000
Q4 2023

Feb 13, 2024

BUY
$63.01 - $75.95 $252 - $303
4 Added 0.06%
7,045 $530,000
Q3 2023

Nov 13, 2023

BUY
$66.75 - $73.98 $280,550 - $310,937
4,203 Added 148.1%
7,041 $476,000
Q2 2023

Nov 21, 2023

SELL
$65.29 - $71.03 $274,413 - $298,539
-4,203 Reduced 59.69%
2,838 $201,000
Q2 2023

Aug 10, 2023

BUY
$65.29 - $71.03 $185,293 - $201,583
2,838 New
2,838 $201,000
Q2 2022

Aug 03, 2022

SELL
$60.91 - $76.4 $167,867 - $210,558
-2,756 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$70.66 - $80.89 $128,742 - $147,381
-1,822 Reduced 39.8%
2,756 $209,000
Q4 2021

Feb 08, 2022

SELL
$76.01 - $83.39 $35,192 - $38,609
-463 Reduced 9.18%
4,578 $368,000
Q3 2021

Nov 12, 2021

SELL
$74.65 - $80.95 $91,222 - $98,920
-1,222 Reduced 19.51%
5,041 $386,000
Q2 2021

Aug 16, 2021

BUY
$74.64 - $79.12 $134,128 - $142,178
1,797 Added 40.24%
6,263 $490,000
Q1 2021

May 12, 2021

BUY
$67.07 - $76.85 $68,679 - $78,694
1,024 Added 29.75%
4,466 $332,000
Q4 2020

Feb 12, 2021

BUY
$55.93 - $68.45 $192,511 - $235,604
3,442 New
3,442 $235,000
Q1 2020

May 15, 2020

SELL
$35.83 - $62.24 $362,241 - $629,246
-10,110 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$54.56 - $60.24 $18,932 - $20,903
347 Added 3.55%
10,110 $608,000
Q3 2019

Oct 16, 2019

SELL
$56.23 - $57.59 $2,024 - $2,073
-36 Reduced 0.37%
9,763 $552,000
Q2 2019

Jul 31, 2019

BUY
N/A
375 Added 3.98%
9,799 $559,000
Q1 2019

May 10, 2019

BUY
N/A
206 Added 2.23%
9,424 $522,000
Q4 2018

Feb 05, 2019

BUY
N/A
9,218 New
9,218 $0
Q3 2018

Nov 14, 2018

SELL
N/A
-1,982 Closed
0 $0
Q2 2018

Aug 02, 2018

BUY
N/A
445 Added 28.95%
1,982 $109,000
Q1 2018

May 17, 2018

BUY
N/A
4 Added 0.26%
1,537 $81,000
Q4 2017

Feb 12, 2018

BUY
N/A
1,533
1,533 $82,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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