Coston, Mc Isaac & Partners Schwab Strategic U.S. Mid Cap Transaction History

Coston, Mc Isaac & Partners

  • $288 Million
  • Q1 2025

A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 2,154 shares of SCHM stock, worth $58,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,154
Previous 3,060 29.61%
Holding current value
$58,265
Previous $84,000 33.33%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 13, 2025
SELL
$25.58 - $29.24 $23,175 - $26,491
-906 Reduced 29.61%
2,154 $56,000
Q4 2024

Jan 23, 2025
BUY
$27.54 - $83.04 $56,181 - $169,401
2,040 Added 200.0%
3,060 $84,000
Q2 2022

Sep 21, 2022
BUY
$60.91 - $76.4 $62,128 - $77,928
1,020 New
1,020 $64,000

Others Institutions Holding SCHM

# of Institutions
1,003
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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