Evensky & Katz LLC Schwab Strategic U.S. Mid Cap Transaction History

Evensky & Katz LLC

  • $1.54 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
SELL
$66.75 - $73.98 $333 - $369
-5 Reduced 17.86%
23 $2,000
Q4 2022

Jan 12, 2023
BUY
$61.05 - $69.94 $61 - $69
1 Added 3.7%
28 $2,000
Q1 2022

Apr 28, 2022
SELL
$70.66 - $80.89 $2,685 - $3,073
-38 Reduced 58.46%
27 $2,000
Q4 2021

Feb 16, 2022
SELL
$76.01 - $83.39 $1,368 - $1,501
-18 Reduced 21.69%
65 $5,000
Q3 2021

Oct 06, 2021
SELL
$74.65 - $80.95 $223 - $242
-3 Reduced 3.49%
83 $6,000
Q2 2021

Aug 04, 2021
SELL
$74.64 - $79.12 $74 - $79
-1 Reduced 1.15%
86 $7,000
Q4 2020

Feb 08, 2021
SELL
$55.93 - $68.45 $894 - $1,095
-16 Reduced 15.53%
87 $6,000
Q3 2020

Oct 21, 2020
SELL
$51.99 - $58.83 $3,223 - $3,647
-62 Reduced 37.58%
103 $6,000
Q2 2020

Aug 05, 2020
BUY
$39.01 - $57.03 $78 - $114
2 Added 1.23%
165 $9,000
Q1 2020

May 01, 2020
BUY
$35.83 - $62.24 $107 - $186
3 Added 1.88%
163 $7,000
Q4 2019

Feb 13, 2020
SELL
$54.56 - $60.24 $305,208 - $336,982
-5,594 Reduced 97.22%
160 $9,000
Q3 2019

Nov 07, 2019
BUY
$56.23 - $57.59 $2,361 - $2,418
42 Added 0.74%
5,754 $325,000
Q1 2019

May 07, 2019
SELL
N/A
-33 Reduced 0.57%
5,712 $316,000
Q4 2018

Jan 29, 2019
BUY
N/A
30 Added 0.52%
5,745 $275,000
Q3 2018

Nov 15, 2018
SELL
N/A
-196 Reduced 3.32%
5,715 $330,000
Q2 2018

Aug 03, 2018
BUY
N/A
14 Added 0.24%
5,911 $324,000
Q1 2018

May 04, 2018
SELL
N/A
-10 Reduced 0.17%
5,897 $311,000
Q4 2017

Jan 30, 2018
BUY
N/A
27 Added 0.46%
5,907 $314,000
Q3 2017

Nov 07, 2017
BUY
N/A
5,880
5,880 $294,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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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