Consolidated Portfolio Review Corp Schwab Strategic U.S. Mid Cap Transaction History

Consolidated Portfolio Review Corp

  • $624 Billion
  • Q1 2025

A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 45,103 shares of SCHM stock, worth $1.23 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
45,103
Previous 45,297 0.43%
Holding current value
$1.23 Million
Previous $1.26 Billion 5.85%
% of portfolio
0.19%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$25.58 - $29.24 $4,962 - $5,672
-194 Reduced 0.43%
45,103 $1.18 Billion
Q4 2024

Jan 27, 2025
BUY
$27.54 - $83.04 $1.25 Million - $3.76 Million
45,297 New
45,297 $1.26 Billion

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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