Fin Trust Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 1,302 shares of SCHM stock, worth $36,911. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,302
Previous 1,301 0.08%
Holding current value
$36,911
Previous $101,000 6.93%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$75.47 - $83.18 $75 - $83
1 Added 0.08%
1,302 $108,000
Q2 2024

Jul 24, 2024
SELL
$75.69 - $81.19 $2,649 - $2,841
-35 Reduced 2.62%
1,301 $101,000
Q1 2024

May 02, 2024
BUY
$72.89 - $81.43 $72 - $81
1 Added 0.07%
1,336 $108,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $63 - $75
1 Added 0.07%
1,335 $100,000
Q3 2023

Oct 24, 2023
SELL
$66.75 - $73.98 $14,952 - $16,571
-224 Reduced 14.38%
1,334 $90,000
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $122 - $139
2 Added 0.13%
1,558 $102,000
Q3 2022

Oct 20, 2022
BUY
$60.5 - $72.51 $60 - $72
1 Added 0.06%
1,556 $99,000
Q2 2022

Jul 26, 2022
BUY
$60.91 - $76.4 $121 - $152
2 Added 0.13%
1,555 $103,000
Q1 2022

May 03, 2022
SELL
$70.66 - $80.89 $5,652 - $6,471
-80 Reduced 4.9%
1,553 $118,000
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $152 - $166
-2 Reduced 0.12%
1,633 $131,000
Q3 2021

Nov 16, 2021
BUY
$74.65 - $80.95 $373 - $404
5 Added 0.31%
1,635 $125,000
Q2 2021

Aug 16, 2021
BUY
$74.64 - $79.12 $223 - $237
3 Added 0.18%
1,630 $128,000
Q1 2021

May 17, 2021
BUY
$67.07 - $76.85 $134 - $153
2 Added 0.12%
1,627 $121,000
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $3,467 - $4,243
62 Added 3.97%
1,625 $111,000
Q3 2020

Nov 10, 2020
SELL
$51.99 - $58.83 $83,080 - $94,010
-1,598 Reduced 50.55%
1,563 $87,000
Q2 2020

Sep 11, 2020
BUY
$39.01 - $57.03 $123,310 - $180,271
3,161 New
3,161 $166,000
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $135,481 - $198,065
-3,473 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$35.83 - $62.24 $13,185 - $22,904
368 Added 11.85%
3,473 $146,000
Q4 2019

Jan 23, 2020
BUY
$54.56 - $60.24 $27,552 - $30,421
505 Added 19.42%
3,105 $187,000
Q3 2019

Oct 29, 2019
BUY
$56.23 - $57.59 $449 - $460
8 Added 0.31%
2,600 $147,000
Q1 2019

May 09, 2019
SELL
N/A
-238 Reduced 8.41%
2,592 $144,000
Q4 2018

Feb 11, 2019
BUY
N/A
2,830 New
2,830 $136,000

Others Institutions Holding SCHM

# of Institutions
1,027
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email