Financial Counselors Inc Schwab Strategic U.S. Mid Cap Transaction History

Financial Counselors Inc

$6.67 Billion
Q3 2024

A detailed history of Financial Counselors Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Counselors Inc holds 6,447 shares of SCHM stock, worth $191,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,447

Previous 6,987 7.73%

Holding current value

$191,346

Previous $543,000 1.47%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$75.47 - $83.18 $40,753 - $44,917	-540 Reduced 7.73%	6,447 $535,000
Q2 2024 Aug 01, 2024	BUY	$75.69 - $81.19 $78,717 - $84,437	1,040 Added 17.49%	6,987 $543,000
Q1 2024 May 02, 2024	SELL	$72.89 - $81.43 $2,405 - $2,687	-33 Reduced 0.55%	5,947 $484,000
Q4 2023 Jan 26, 2024	BUY	$63.01 - $75.95 $6,301 - $7,595	100 Added 1.7%	5,980 $450,000
Q3 2023 Nov 07, 2023	SELL	$66.75 - $73.98 $20,025 - $22,194	-300 Reduced 4.85%	5,880 $397,000
Q2 2023 Jul 27, 2023	BUY	$65.29 - $71.03 $19,587 - $21,309	300 Added 5.1%	6,180 $439,000
Q4 2022 Feb 14, 2023	SELL	$61.05 - $69.94 $303,113 - $347,252	-4,965 Reduced 45.78%	5,880 $386,000
Q3 2022 Nov 01, 2022	BUY	$60.5 - $72.51 $656,122 - $786,370	10,845 New	10,845 $656,000

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

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Counselors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Counselors Inc with notifications on news.

Account

Financial Counselors Inc Schwab Strategic U.S. Mid Cap Transaction History