Cra Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cra Financial Services, LLC

  • $442 Million
  • Q1 2024

A detailed history of Cra Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cra Financial Services, LLC holds 35,246 shares of SCHM stock, worth $2.74 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
35,246
Previous 35,168 0.22%
Holding current value
$2.74 Million
Previous $2.65 Million 8.38%
% of portfolio
0.65%
Previous 0.67%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$72.89 - $81.43 $5,685 - $6,351
78 Added 0.22%
35,246 $2.87 Million
Q4 2023

Jan 31, 2024
SELL
$63.01 - $75.95 $28,858 - $34,785
-458 Reduced 1.29%
35,168 $2.65 Million
Q3 2023

Oct 13, 2023
BUY
$66.75 - $73.98 $3,204 - $3,551
48 Added 0.13%
35,626 $2.41 Million
Q2 2023

Jul 11, 2023
BUY
$65.29 - $71.03 $69,990 - $76,144
1,072 Added 3.11%
35,578 $2.53 Million
Q1 2023

Apr 06, 2023
BUY
$64.24 - $73.9 $83,255 - $95,774
1,296 Added 3.9%
34,506 $2.34 Million
Q4 2022

Jan 24, 2023
BUY
$64.3 - $69.94 $34,400 - $37,417
535 Added 1.64%
33,210 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-437 Reduced 1.32%
32,675 $1.98 Million
Q2 2022

Jul 21, 2022
BUY
N/A
2,285 Added 7.41%
33,112 $2.08 Million
Q1 2022

Apr 15, 2022
SELL
N/A
-206 Reduced 0.66%
30,827 $2.34 Million
Q4 2021

Jan 20, 2022
BUY
N/A
1,916 Added 6.58%
31,033 $2.5 Million
Q3 2021

Oct 12, 2021
BUY
N/A
960 Added 3.41%
29,117 $2.23 Million
Q2 2021

Jul 23, 2021
BUY
N/A
1,601 Added 6.03%
28,157 $2.2 Million
Q1 2021

Apr 16, 2021
BUY
N/A
2,689 Added 11.27%
26,556 $1.98 Million
Q4 2020

Jan 27, 2021
BUY
N/A
884 Added 3.85%
23,867 $1.63 Million
Q3 2020

Oct 14, 2020
BUY
N/A
1,501 Added 6.99%
22,983 $1.28 Million
Q2 2020

Jul 22, 2020
BUY
N/A
1,036 Added 5.07%
21,482 $1.13 Million
Q1 2020

Apr 14, 2020
BUY
N/A
1,569 Added 8.31%
20,446 $862,000
Q4 2019

Jan 28, 2020
BUY
N/A
1,597 Added 9.24%
18,877 $1.14 Million
Q3 2019

Nov 07, 2019
BUY
N/A
2,433 Added 16.39%
17,280 $977,000
Q2 2019

Jul 24, 2019
BUY
N/A
3,156 Added 27.0%
14,847 $848,000
Q1 2019

Apr 15, 2019
SELL
N/A
-1,347 Reduced 10.33%
11,691 $648,000
Q4 2018

Feb 08, 2019
BUY
N/A
13,038 New
13,038 $625,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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