Fidelis I M, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fidelis I M, LLC

  • $204 Million
  • Q4 2024

A detailed history of Fidelis I M, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fidelis I M, LLC holds 37,542 shares of SCHM stock, worth $1.08 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
37,542
Previous 16,005 134.56%
Holding current value
$1.08 Million
Previous $1.33 Million 21.75%
% of portfolio
0.51%
Previous 0.6%

Shares

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

Jan 21, 2025
BUY
$27.54 - $83.04 $593,128 - $1.79 Million
21,537 Added 134.56%
37,542 $1.04 Million
Q1 2024

Apr 17, 2024
SELL
$72.89 - $81.43 $14,942 - $16,693
-205 Reduced 1.26%
16,005 $1.3 Million
Q4 2021

Mar 02, 2022
SELL
$76.01 - $83.39 $38,765 - $42,528
-510 Reduced 3.05%
16,210 $1.3 Million
Q3 2021

Dec 09, 2021
BUY
$74.65 - $80.95 $1.25 Million - $1.35 Million
16,720 New
16,720 $1.28 Million

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
144M
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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