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

Fairman Group, LLC

  • $98.4 Billion
  • Q2 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 1,965 shares of SCHM stock, worth $158,496. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,965
Previous 1,838 6.91%
Holding current value
$158,496
Previous $150 Million 2.52%
% of portfolio
0.16%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
901
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
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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