Cooper/Haims Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cooper/Haims Advisors, LLC

  • $181 Million
  • Q1 2025

A detailed history of Cooper/Haims Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 23,163 shares of SCHM stock, worth $657,365. This represents 0.33% of its overall portfolio holdings.

Number of Shares
23,163
Previous 23,036 0.55%
Holding current value
$657,365
Previous $638,000 5.02%
% of portfolio
0.33%
Previous 0.37%

Shares

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

May 09, 2025
BUY
$25.58 - $29.24 $3,248 - $3,713
127 Added 0.55%
23,163 $606,000
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $423,014 - $1.28 Million
15,360 Added 200.1%
23,036 $638,000
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $39,017 - $43,004
-517 Reduced 6.31%
7,676 $637,000
Q2 2024

Aug 09, 2024
SELL
$75.69 - $81.19 $2,876 - $3,085
-38 Reduced 0.46%
8,193 $637,000
Q1 2024

May 10, 2024
BUY
$72.89 - $81.43 $3,207 - $3,582
44 Added 0.54%
8,231 $670,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $252 - $303
4 Added 0.05%
8,187 $616,000
Q3 2023

Nov 09, 2023
SELL
$66.75 - $73.98 $86,307 - $95,656
-1,293 Reduced 13.64%
8,183 $553,000
Q2 2023

Aug 11, 2023
SELL
$65.29 - $71.03 $22,002 - $23,937
-337 Reduced 3.43%
9,476 $673,000
Q1 2023

May 12, 2023
BUY
$64.24 - $73.9 $192 - $221
3 Added 0.03%
9,813 $665,000
Q4 2022

Feb 10, 2023
SELL
$61.05 - $69.94 $5,860 - $6,714
-96 Reduced 0.97%
9,810 $644,000
Q3 2022

Nov 01, 2022
BUY
$60.5 - $72.51 $302 - $362
5 Added 0.05%
9,906 $600,000
Q2 2022

Jul 25, 2022
SELL
$60.91 - $76.4 $16,567 - $20,780
-272 Reduced 2.67%
9,901 $621,000
Q1 2022

May 09, 2022
SELL
$70.66 - $80.89 $918 - $1,051
-13 Reduced 0.13%
10,173 $772,000
Q4 2021

Jan 21, 2022
SELL
$76.01 - $83.39 $773,629 - $848,743
-10,178 Reduced 49.98%
10,186 $819,000
Q3 2021

Oct 21, 2021
BUY
$74.65 - $80.95 $760,160 - $824,313
10,183 Added 100.02%
20,364 $1.58 Million
Q2 2021

Aug 04, 2021
BUY
$74.64 - $79.12 $5,747 - $6,092
77 Added 0.76%
10,181 $797,000
Q1 2021

Apr 28, 2021
SELL
$67.07 - $76.85 $804 - $922
-12 Reduced 0.12%
10,104 $752,000
Q4 2020

Feb 10, 2021
SELL
$55.93 - $68.45 $79,588 - $97,404
-1,423 Reduced 12.33%
10,116 $690,000
Q3 2020

Nov 05, 2020
BUY
$51.99 - $58.83 $7,902 - $8,942
152 Added 1.33%
11,539 $640,000
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $1,872 - $2,737
-48 Reduced 0.42%
11,387 $599,000
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $5,553 - $9,647
-155 Reduced 1.34%
11,435 $482,000
Q4 2019

Feb 11, 2020
SELL
$54.56 - $60.24 $28,207 - $31,144
-517 Reduced 4.27%
11,590 $697,000
Q3 2019

Nov 07, 2019
SELL
$56.23 - $57.59 $3,879 - $3,973
-69 Reduced 0.57%
12,107 $685,000
Q2 2019

Jul 26, 2019
SELL
N/A
-887 Reduced 6.79%
12,176 $695,000
Q1 2019

Apr 29, 2019
BUY
N/A
13,063 New
13,063 $724,000
Q1 2019

Apr 26, 2019
SELL
N/A
-14,223 Closed
0 $0
Q4 2018

Jan 25, 2019
SELL
N/A
-1,237 Reduced 8.0%
14,223 $682,000
Q3 2018

Nov 09, 2018
SELL
N/A
-620 Reduced 3.86%
15,460 $894,000
Q2 2018

Aug 01, 2018
SELL
N/A
-3,321 Reduced 17.12%
16,080 $883,000
Q1 2018

May 02, 2018
SELL
N/A
-20,201 Reduced 51.01%
19,401 $1.03 Million
Q4 2017

Feb 13, 2018
BUY
N/A
39,602
39,602 $2.11 Million

Others Institutions Holding SCHM

# of Institutions
1,002
Shares Held
284M
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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