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 $692,850. This represents 0.29% of its overall portfolio holdings.

Number of Shares

26,475

Previous 9,102 190.87%

Holding current value

$692,850

Previous $756 Million 3.0%

% of portfolio

0.29%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

274M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Eley Financial Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Eley Financial Management, Inc with notifications on news.

Account

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