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

Financial Counselors Inc

$6.76 Billion
Q4 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 19,304 shares of SCHM stock, worth $538,388. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,304

Previous 6,447 199.43%

Holding current value

$538,388

Previous $535,000 0.19%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$27.54 - $83.04 $354,081 - $1.07 Million	12,857 Added 199.43%	19,304 $534,000
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

1,012

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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About SCHWAB STRATEGIC U.S. MID-CAP

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