Dhjj Financial Advisors, Ltd. Schwab Strategic U.S. Mid Cap Transaction History

Dhjj Financial Advisors, Ltd.

$229 Million
Q4 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 210,955 shares of SCHM stock, worth $6.11 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

210,955

Previous 72,543 190.8%

Holding current value

$6.11 Million

Previous $6.03 Million 3.02%

% of portfolio

2.55%

Previous 2.67%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $3.81 Million - $11.5 Million	138,412 Added 190.8%	210,955 $5.85 Million
Q3 2024 Oct 22, 2024	BUY	$75.47 - $83.18 $285,050 - $314,170	3,777 Added 5.49%	72,543 $6.03 Million
Q2 2024 Jul 11, 2024	SELL	$75.69 - $81.19 $18,544 - $19,891	-245 Reduced 0.36%	68,766 $5.35 Million
Q1 2024 Apr 11, 2024	SELL	$72.89 - $81.43 $1.73 Million - $1.94 Million	-23,780 Reduced 25.63%	69,011 $5.62 Million
Q4 2023 Jan 29, 2024	SELL	$63.01 - $75.95 $17,075 - $20,582	-271 Reduced 0.29%	92,791 $6.99 Million
Q3 2023 Oct 10, 2023	BUY	$66.75 - $73.98 $27,300 - $30,257	409 Added 0.44%	93,062 $6.3 Million
Q2 2023 Jul 28, 2023	BUY	$65.29 - $71.03 $154,149 - $167,701	2,361 Added 2.61%	92,653 $6.58 Million
Q1 2023 May 02, 2023	BUY	$64.24 - $73.9 $194,647 - $223,917	3,030 Added 3.47%	90,292 $6.13 Million
Q4 2022 Feb 03, 2023	SELL	$61.05 - $69.94 $704,944 - $807,597	-11,547 Reduced 11.69%	87,262 $5.73 Million
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $27,830 - $33,354	460 Added 0.47%	98,809 $5.98 Million
Q2 2022 Aug 04, 2022	BUY	$60.91 - $76.4 $200,272 - $251,203	3,288 Added 3.46%	98,349 $6.18 Million
Q1 2022 May 12, 2022	BUY	$70.66 - $80.89 $117,012 - $133,953	1,656 Added 1.77%	95,061 $7.25 Million
Q4 2021 Jan 21, 2022	BUY	$76.01 - $83.39 $293,170 - $321,635	3,857 Added 4.31%	93,405 $7.52 Million
Q3 2021 Nov 01, 2021	BUY	$74.65 - $80.95 $318,830 - $345,737	4,271 Added 5.01%	89,548 $6.88 Million
Q2 2021 Aug 05, 2021	BUY	$74.64 - $79.12 $140,248 - $148,666	1,879 Added 2.25%	85,277 $6.68 Million
Q1 2021 May 05, 2021	SELL	$67.07 - $76.85 $25,821 - $29,587	-385 Reduced 0.46%	83,398 $6.21 Million
Q4 2020 Feb 16, 2021	BUY	$55.93 - $68.45 $4.69 Million - $5.73 Million	83,783 New	83,783 $5.71 Million

Others Institutions Holding SCHM

# of Institutions

965

Shares Held

149M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dhjj Financial Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Dhjj Financial Advisors, Ltd. with notifications on news.

Account

Dhjj Financial Advisors, Ltd. Schwab Strategic U.S. Mid Cap Transaction History