Everstar Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Everstar Asset Management, LLC

  • $141 Billion
  • Q4 2024

A detailed history of Everstar Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Everstar Asset Management, LLC holds 9,969 shares of SCHM stock, worth $278,932. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,969
Previous 3,174 214.08%
Holding current value
$278,932
Previous $264 Million 4.74%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Feb 12, 2025
BUY
$27.54 - $83.04 $187,134 - $564,256
6,795 Added 214.08%
9,969 $276 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $239,541 - $264,013
3,174 New
3,174 $264 Million

Others Institutions Holding SCHM

# of Institutions
1,006
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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