Econ Financial Services Corp Schwab Strategic U.S. Mid Cap Transaction History

Econ Financial Services Corp

  • $160 Million
  • Q2 2024

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Econ Financial Services Corp holds 21,436 shares of SCHM stock, worth $1.78 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
21,436
Previous 21,017 1.99%
Holding current value
$1.78 Million
Previous $1.71 Million 2.51%
% of portfolio
1.04%
Previous 1.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$75.69 - $81.19 $31,714 - $34,018
419 Added 1.99%
21,436 $1.67 Million
Q1 2024

May 15, 2024
SELL
$72.89 - $81.43 $438,068 - $489,394
-6,010 Reduced 22.24%
21,017 $1.71 Million
Q4 2023

Feb 07, 2024
SELL
$63.01 - $75.95 $27,094 - $32,658
-430 Reduced 1.57%
27,027 $2.04 Million
Q3 2023

Nov 09, 2023
BUY
$66.75 - $73.98 $1.83 Million - $2.03 Million
27,457 New
27,457 $1.86 Million
Q4 2022

Jan 26, 2023
BUY
$61.05 - $69.94 $3,601 - $4,126
59 Added 0.83%
7,152 $0
Q3 2022

Oct 05, 2022
SELL
$60.5 - $72.51 $2.77 Million - $3.32 Million
-45,807 Reduced 86.59%
7,093 $429,000
Q2 2022

Jul 19, 2022
BUY
$60.91 - $76.4 $421,436 - $528,611
6,919 Added 15.05%
52,900 $3.32 Million
Q1 2022

Apr 22, 2022
SELL
$70.66 - $80.89 $2.39 Million - $2.74 Million
-33,849 Reduced 42.4%
45,981 $3.49 Million
Q4 2021

Jan 26, 2022
BUY
$76.01 - $83.39 $998,619 - $1.1 Million
13,138 Added 19.7%
79,830 $7,000
Q2 2019

Aug 08, 2019
BUY
N/A
16,539 Added 32.98%
66,692 $3.81 Million
Q1 2019

May 08, 2019
SELL
N/A
-12,106 Reduced 19.44%
50,153 $2.78 Million
Q4 2018

Feb 07, 2019
BUY
N/A
62,259 New
62,259 $2.98 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
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