Eley Financial Management, Inc Schwab Strategic U.S. Mid Cap Transaction History

Eley Financial Management, Inc

$236 Billion
Q2 2024

A detailed history of Eley Financial Management, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Eley Financial Management, Inc holds 9,105 shares of SCHM stock, worth $264,318. This represents 0.3% of its overall portfolio holdings.

Number of Shares

9,105

Previous 9,345 2.57%

Holding current value

$264,318

Previous $761 Million 6.88%

% of portfolio

0.3%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$75.69 - $81.19 $18,165 - $19,485	-240 Reduced 2.57%	9,105 $709 Million
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $16,181 - $18,077	-222 Reduced 2.32%	9,345 $761 Million
Q4 2023 Feb 02, 2024	BUY	$63.01 - $75.95 $6,048 - $7,291	96 Added 1.01%	9,567 $721 Million
Q3 2023 Oct 31, 2023	SELL	$66.75 - $73.98 $45,990 - $50,972	-689 Reduced 6.78%	9,471 $643 Million
Q2 2023 Aug 03, 2023	BUY	$65.29 - $71.03 $5,092 - $5,540	78 Added 0.77%	10,160 $722 Million
Q1 2023 May 11, 2023	BUY	$64.24 - $73.9 $647,667 - $745,059	10,082 New	10,082 $684 Million
Q4 2022 May 12, 2023	BUY	$61.05 - $69.94 $30,830 - $35,319	505 Added 5.01%	10,587 $695 Million

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.9M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Eley Financial Management, Inc Schwab Strategic U.S. Mid Cap Transaction History