Financial Architects, Inc Schwab Strategic U.S. Mid Cap Transaction History

Financial Architects, Inc

  • $657 Million
  • Q2 2023

A detailed history of Financial Architects, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Architects, Inc holds 105,217 shares of SCHM stock, worth $8.11 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
105,217
Previous 103,859 1.31%
Holding current value
$8.11 Million
Previous $7.05 Million 6.06%
% of portfolio
1.14%
Previous 1.14%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
BUY
$65.29 - $71.03 $88,663 - $96,458
1,358 Added 1.31%
105,217 $7.47 Million
Q1 2023

May 12, 2023
BUY
$64.24 - $73.9 $292,099 - $336,023
4,547 Added 4.58%
103,859 $7.05 Million
Q4 2022

Feb 06, 2023
BUY
$64.3 - $69.94 $256,492 - $278,990
3,989 Added 4.18%
99,312 $6.52 Million
Q3 2022

Nov 14, 2022
BUY
N/A
95,323 New
95,323 $5.77 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-92,957 Closed
0 $0
Q1 2022

May 05, 2022
SELL
N/A
-2,477 Reduced 2.6%
92,957 $7.05 Million
Q4 2021

Feb 14, 2022
BUY
N/A
1,502 Added 1.6%
95,434 $7.68 Million
Q3 2021

Nov 12, 2021
BUY
N/A
2,791 Added 3.06%
93,932 $7.2 Million
Q2 2021

Aug 10, 2021
BUY
N/A
3,487 Added 3.98%
91,141 $7.13 Million
Q1 2021

May 17, 2021
BUY
N/A
5,839 Added 7.14%
87,654 $6.52 Million
Q4 2020

Feb 17, 2021
BUY
N/A
362 Added 0.44%
81,815 $5.58 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-1,591 Reduced 1.92%
81,453 $4.52 Million
Q2 2020

Aug 11, 2020
BUY
N/A
8,813 Added 11.87%
83,044 $4.37 Million
Q1 2020

May 07, 2020
BUY
N/A
9,401 Added 14.5%
74,231 $3.13 Million
Q4 2019

Feb 14, 2020
BUY
N/A
18,511 Added 39.96%
64,830 $3.9 Million
Q3 2019

Nov 06, 2019
BUY
N/A
14,273 Added 44.54%
46,319 $2.62 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-17,071 Reduced 34.76%
32,046 $1.83 Million
Q1 2019

May 13, 2019
BUY
N/A
24,677 Added 100.97%
49,117 $2.72 Million
Q1 2019

May 03, 2019
SELL
N/A
-16,339 Reduced 40.07%
24,440 $1.35 Million
Q4 2018

Feb 01, 2019
BUY
N/A
3,400 Added 9.1%
40,779 $1.96 Million
Q3 2018

Oct 29, 2018
BUY
N/A
2,245 Added 6.39%
37,379 $2.16 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-20 Reduced 0.06%
35,134 $1.93 Million
Q1 2018

Apr 23, 2018
SELL
N/A
-6,938 Reduced 16.48%
35,154 $1.86 Million
Q4 2017

Feb 12, 2018
BUY
N/A
3,894 Added 10.19%
42,092 $2.24 Million
Q3 2017

Nov 01, 2017
BUY
N/A
4,733 Added 14.14%
38,198 $1.91 Million
Q3 2017

Oct 23, 2017
BUY
N/A
33,465
33,465 $1.68 Million

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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