Financial Management Network Inc Schwab Strategic U.S. Mid Cap Transaction History

Financial Management Network Inc

  • $418 Million
  • Q4 2024

A detailed history of Financial Management Network Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Management Network Inc holds 7,851 shares of SCHM stock, worth $210,877. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,851
Previous 2,606 201.27%
Holding current value
$210,877
Previous $216,000 0.46%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 31, 2025
BUY
$27.54 - $83.04 $144,447 - $435,544
5,245 Added 201.27%
7,851 $217,000
Q3 2024

Oct 23, 2024
BUY
$75.47 - $83.18 $679 - $748
9 Added 0.35%
2,606 $216,000
Q2 2024

Jul 22, 2024
SELL
$75.69 - $81.19 $11,050 - $11,853
-146 Reduced 5.32%
2,597 $202,000
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $656 - $732
9 Added 0.33%
2,743 $223,000
Q4 2023

Jan 22, 2024
BUY
$63.01 - $75.95 $172,269 - $207,647
2,734 New
2,734 $205,000
Q2 2022

Jul 11, 2022
SELL
$60.91 - $76.4 $161,472 - $202,536
-2,651 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$70.66 - $80.89 $635 - $728
9 Added 0.34%
2,651 $203,000
Q4 2021

Jan 19, 2022
BUY
$76.01 - $83.39 $684 - $750
9 Added 0.34%
2,642 $214,000
Q3 2021

Oct 13, 2021
BUY
$74.65 - $80.95 $671 - $728
9 Added 0.34%
2,633 $203,000
Q2 2021

Jul 20, 2021
BUY
$74.64 - $79.12 $522 - $553
7 Added 0.27%
2,624 $207,000
Q1 2021

May 06, 2021
BUY
$67.07 - $76.85 $175,522 - $201,116
2,617 New
2,617 $205,000

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
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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