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

Eley Financial Management, Inc

  • $257 Billion
  • Q4 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 26,475 shares of SCHM stock, worth $719,855. This represents 0.29% of its overall portfolio holdings.

Number of Shares
26,475
Previous 9,102 190.87%
Holding current value
$719,855
Previous $756 Million 3.0%
% of portfolio
0.29%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $478,452 - $1.44 Million
17,373 Added 190.87%
26,475 $734 Million
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $226 - $249
-3 Reduced 0.03%
9,102 $756 Million
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
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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