Contravisory Investment Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Contravisory Investment Management, Inc.

  • $493 Million
  • Q3 2025

A detailed history of Contravisory Investment Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Contravisory Investment Management, Inc. holds 26,472 shares of SCHM stock, worth $780,129. This represents 0.16% of its overall portfolio holdings.

Number of Shares
26,472
Previous 3,948 570.52%
Holding current value
$780,129
Previous $110,000 612.73%
% of portfolio
0.16%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$28.15 - $30.13 $634,050 - $678,648
22,524 Added 570.52%
26,472 $784,000
Q2 2025

Jul 10, 2025
SELL
$22.92 - $28.05 $1,191 - $1,458
-52 Reduced 1.3%
3,948 $110,000
Q1 2025

Apr 10, 2025
BUY
$25.58 - $29.24 $29,365 - $33,567
1,148 Added 40.25%
4,000 $104,000
Q4 2024

Jan 14, 2025
BUY
$27.54 - $83.04 $50,095 - $151,049
1,819 Added 176.09%
2,852 $79,000
Q3 2024

Oct 09, 2024
BUY
$75.47 - $83.18 $2,264 - $2,495
30 Added 2.99%
1,033 $85,000
Q2 2024

Jul 10, 2024
BUY
$75.69 - $81.19 $14,002 - $15,020
185 Added 22.62%
1,003 $78,000
Q1 2024

Apr 11, 2024
BUY
$72.89 - $81.43 $10,350 - $11,563
142 Added 21.01%
818 $66,000
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $3,137 - $3,477
47 Added 7.47%
676 $45,000
Q2 2023

Jul 12, 2023
BUY
$65.29 - $71.03 $7,116 - $7,742
109 Added 20.96%
629 $44,000
Q1 2023

Apr 12, 2023
BUY
$64.24 - $73.9 $192 - $221
3 Added 0.58%
520 $35,000
Q4 2022

Jan 13, 2023
SELL
$61.05 - $69.94 $93,162 - $106,728
-1,526 Reduced 74.69%
517 $0
Q3 2022

Oct 12, 2022
BUY
$60.5 - $72.51 $6,715 - $8,048
111 Added 5.75%
2,043 $124,000
Q2 2022

Jul 13, 2022
BUY
$60.91 - $76.4 $12,060 - $15,127
198 Added 11.42%
1,932 $121,000
Q1 2022

Apr 08, 2022
BUY
$70.66 - $80.89 $6,147 - $7,037
87 Added 5.28%
1,734 $132,000
Q4 2021

Jan 12, 2022
BUY
$76.01 - $83.39 $9,197 - $10,090
121 Added 7.93%
1,647 $132,000
Q3 2021

Oct 12, 2021
BUY
$74.65 - $80.95 $2,164 - $2,347
29 Added 1.94%
1,526 $117,000
Q2 2021

Jul 14, 2021
BUY
$74.64 - $79.12 $17,241 - $18,276
231 Added 18.25%
1,497 $117,000
Q1 2021

Apr 14, 2021
BUY
$67.07 - $76.85 $3,890 - $4,457
58 Added 4.8%
1,266 $94,000
Q4 2020

Jan 13, 2021
BUY
$55.93 - $68.45 $783 - $958
14 Added 1.17%
1,208 $82,000
Q3 2020

Oct 08, 2020
SELL
$51.99 - $58.83 $23,863 - $27,002
-459 Reduced 27.77%
1,194 $66,000
Q2 2020

Jul 09, 2020
SELL
$39.01 - $57.03 $8,933 - $13,059
-229 Reduced 12.17%
1,653 $89,000
Q1 2020

Apr 09, 2020
SELL
$35.83 - $62.24 $227,627 - $395,410
-6,353 Reduced 77.15%
1,882 $79,000
Q4 2019

Jan 09, 2020
BUY
$54.56 - $60.24 $67,927 - $74,998
1,245 Added 17.81%
8,235 $495,000
Q3 2019

Oct 07, 2019
BUY
$56.23 - $57.59 $18,555 - $19,004
330 Added 4.95%
6,990 $395,000
Q2 2019

Jul 09, 2019
BUY
N/A
217 Added 3.37%
6,660 $380,000
Q1 2019

Apr 08, 2019
BUY
N/A
6,443 New
6,443 $357,000

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
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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