Family Investment Center, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Family Investment Center, Inc.

$362 Million
Q3 2024

A detailed history of Family Investment Center, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Family Investment Center, Inc. holds 59,266 shares of SCHM stock, worth $1.65 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

59,266

Previous 58,551 1.22%

Holding current value

$1.65 Million

Previous $4.56 Million 8.05%

% of portfolio

1.36%

Previous 1.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$75.47 - $83.18 $53,961 - $59,473	715 Added 1.22%	59,266 $4.92 Million
Q2 2024 Jul 19, 2024	SELL	$75.69 - $81.19 $70,467 - $75,587	-931 Reduced 1.57%	58,551 $4.56 Million
Q1 2024 Apr 22, 2024	SELL	$72.89 - $81.43 $284,343 - $317,658	-3,901 Reduced 6.15%	59,482 $4.84 Million
Q4 2023 Jan 17, 2024	BUY	$63.01 - $75.95 $90,923 - $109,595	1,443 Added 2.33%	63,383 $4.77 Million
Q3 2023 Oct 04, 2023	BUY	$66.75 - $73.98 $18,356 - $20,344	275 Added 0.45%	61,940 $4.19 Billion
Q2 2023 Jul 13, 2023	SELL	$65.29 - $71.03 $69,468 - $75,575	-1,064 Reduced 1.7%	61,665 $4.38 Billion
Q1 2023 Apr 13, 2023	SELL	$64.24 - $73.9 $28,522 - $32,811	-444 Reduced 0.7%	62,729 $4.26 Billion
Q4 2022 Jan 20, 2023	BUY	$61.05 - $69.94 $3.86 Million - $4.42 Million	63,173 New	63,173 $4.14 Billion

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

Ticker SCHM
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Family Investment Center, Inc. Schwab Strategic U.S. Mid Cap Transaction History