A detailed history of Clifford Swan Investment Counsel LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 3,100 shares of SCHM stock, worth $90,520. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,100
Previous 3,100 -0.0%
Holding current value
$90,520
Previous $252,000 4.37%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 16, 2024

BUY
$72.89 - $81.43 $218 - $244
3 Added 0.1%
3,100 $252,000
Q4 2023

Feb 06, 2024

SELL
$63.01 - $75.95 $1,197 - $1,443
-19 Reduced 0.61%
3,097 $233,000
Q3 2023

Nov 09, 2023

SELL
$66.75 - $73.98 $1,668 - $1,849
-25 Reduced 0.8%
3,116 $210,000
Q2 2023

Aug 03, 2023

BUY
$65.29 - $71.03 $3,656 - $3,977
56 Added 1.82%
3,141 $223,000
Q1 2023

May 05, 2023

BUY
$64.24 - $73.9 $128 - $147
2 Added 0.06%
3,085 $209,000
Q4 2022

Feb 02, 2023

BUY
$61.05 - $69.94 $188,217 - $215,625
3,083 New
3,083 $202,000
Q2 2022

Aug 04, 2022

SELL
$60.91 - $76.4 $188,881 - $236,916
-3,101 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$70.66 - $80.89 $4,239 - $4,853
60 Added 1.97%
3,101 $235,000
Q4 2021

Feb 11, 2022

BUY
$76.01 - $83.39 $228 - $250
3 Added 0.1%
3,041 $0
Q3 2021

Nov 02, 2021

BUY
$74.65 - $80.95 $149 - $161
2 Added 0.07%
3,038 $0
Q2 2021

Aug 05, 2021

BUY
$74.64 - $79.12 $226,607 - $240,208
3,036 New
3,036 $236,000
Q4 2018

Feb 13, 2019

SELL
N/A
-10,794 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
N/A
-2,102 Reduced 16.3%
10,794 $624,000
Q2 2018

Aug 13, 2018

BUY
N/A
12,896 New
12,896 $708,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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