Fairman Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fairman Group, LLC

  • $111 Billion
  • Q3 2024

A detailed history of Fairman Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fairman Group, LLC holds 2,076 shares of SCHM stock, worth $59,124. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,076
Previous 1,965 5.65%
Holding current value
$59,124
Previous $153 Million 12.36%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $8,377 - $9,232
111 Added 5.65%
2,076 $172 Million
Q2 2024

Jul 29, 2024
BUY
$75.69 - $81.19 $9,612 - $10,311
127 Added 6.91%
1,965 $153 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $22,668 - $25,324
311 Added 20.37%
1,838 $150 Million
Q4 2023

Mar 26, 2024
BUY
$63.01 - $75.95 $96,216 - $115,975
1,527 New
1,527 $115 Million

Others Institutions Holding SCHM

# of Institutions
947
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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