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 2,606 shares of SCHM stock, worth $72,524. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,606
Previous 2,597 0.35%
Holding current value
$72,524
Previous $202,000 6.93%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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