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

Financial Management Network Inc

$374 Million
Q2 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 2,597 shares of SCHM stock, worth $213,551. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,597

Previous 2,743 5.32%

Holding current value

$213,551

Previous $223,000 9.42%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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