Core Cap Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Core Cap Advisors, LLC

  • $2.12 Billion
  • Q4 2024

A detailed history of Core Cap Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Core Cap Advisors, LLC holds 3,263 shares of SCHM stock, worth $79,943. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,263
Previous 1,014 221.79%
Holding current value
$79,943
Previous $84,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $61,937 - $186,756
2,249 Added 221.79%
3,263 $90,000
Q3 2024

Nov 08, 2024
BUY
$75.47 - $83.18 $76,526 - $84,344
1,014 New
1,014 $84,000
Q1 2024

Aug 08, 2024
BUY
$72.89 - $81.43 $74,858 - $83,628
1,027 New
1,027 $83,000
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $11,782 - $13,498
193 New
193 $12,000
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $13,339 - $16,731
219 New
219 $14,000
Q1 2022

Apr 29, 2022
SELL
$70.66 - $80.89 $39,710 - $45,460
-562 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$76.01 - $83.39 $42,717 - $46,865
562 New
562 $45,000

Others Institutions Holding SCHM

# of Institutions
1,005
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
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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