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

Eley Financial Management, Inc

$250 Billion
Q1 2025

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 26,632 shares of SCHM stock, worth $725,189. This represents 0.28% of its overall portfolio holdings.

Number of Shares

26,632

Previous 26,475 0.59%

Holding current value

$725,189

Previous $734 Million 4.49%

% of portfolio

0.28%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$25.58 - $29.24 $4,016 - $4,590	157 Added 0.59%	26,632 $701 Million
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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