Diligent Investors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Diligent Investors, LLC

$390 Million
Q4 2024

A detailed history of Diligent Investors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diligent Investors, LLC holds 33,711 shares of SCHM stock, worth $971,551. This represents 0.24% of its overall portfolio holdings.

Number of Shares

33,711

Previous 11,237 200.0%

Holding current value

$971,551

Previous $933,000 0.11%

% of portfolio

0.24%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $618,933 - $1.87 Million	22,474 Added 200.0%	33,711 $934,000
Q3 2024 Oct 31, 2024	SELL	$75.47 - $83.18 $11,320 - $12,477	-150 Reduced 1.32%	11,237 $933,000
Q1 2024 May 03, 2024	SELL	$72.89 - $81.43 $3,280 - $3,664	-45 Reduced 0.39%	11,387 $927,000
Q4 2023 Jan 10, 2024	SELL	$63.01 - $75.95 $25,204 - $30,380	-400 Reduced 3.38%	11,432 $861,000
Q3 2023 Nov 03, 2023	SELL	$66.75 - $73.98 $70,421 - $78,048	-1,055 Reduced 8.19%	11,832 $800,000
Q2 2023 Jul 24, 2023	BUY	$65.29 - $71.03 $51,579 - $56,113	790 Added 6.53%	12,887 $915,000
Q4 2022 Jan 20, 2023	BUY	$61.05 - $69.94 $30,525 - $34,970	500 Added 4.31%	12,097 $0
Q1 2022 Apr 26, 2022	BUY	$70.66 - $80.89 $12,365 - $14,155	175 Added 1.53%	11,597 $880,000
Q4 2021 Jan 21, 2022	BUY	$76.01 - $83.39 $868,186 - $952,480	11,422 New	11,422 $919,000

Others Institutions Holding SCHM

# of Institutions

994

Shares Held

237M

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

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Diligent Investors, LLC Schwab Strategic U.S. Mid Cap Transaction History