First Horizon Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

First Horizon Advisors, Inc.

$3.53 Billion
Q1 2025

A detailed history of First Horizon Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Horizon Advisors, Inc. holds 222 shares of SCHM stock, worth $5,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares

222

Previous 222 -0.0%

Holding current value

$5,638

Previous $6,000 16.67%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$27.54 - $83.04 $4,075 - $12,289	148 Added 200.0%	222 $6,000
Q3 2024 Nov 08, 2024	SELL	$75.47 - $83.18 $2,943 - $3,244	-39 Reduced 34.51%	74 $6,000
Q4 2023 Feb 06, 2024	SELL	$63.01 - $75.95 $12,917 - $15,569	-205 Reduced 64.47%	113 $8,000
Q3 2023 Oct 27, 2023	BUY	$66.75 - $73.98 $1,335 - $1,479	20 Added 6.71%	318 $21,000
Q2 2023 Aug 03, 2023	SELL	$65.29 - $71.03 $130 - $142	-2 Reduced 0.67%	298 $21,000
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $39,443 - $45,374	-614 Reduced 67.18%	300 $20,000
Q3 2022 Nov 09, 2022	SELL	$60.5 - $72.51 $62,254 - $74,612	-1,029 Reduced 52.96%	914 $55,000
Q2 2022 Aug 02, 2022	BUY	$60.91 - $76.4 $70,107 - $87,936	1,151 Added 145.33%	1,943 $0
Q1 2022 May 10, 2022	SELL	$70.66 - $80.89 $34,058 - $38,988	-482 Reduced 37.83%	792 $60,000
Q4 2021 Feb 09, 2022	SELL	$76.01 - $83.39 $35,420 - $38,859	-466 Reduced 26.78%	1,274 $0
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $27,396 - $29,708	367 Added 26.73%	1,740 $0
Q3 2021 Nov 09, 2021	SELL	$74.65 - $80.95 $27,396 - $29,708	-367 Reduced 21.09%	1,373 $0
Q1 2021 May 11, 2021	BUY	$67.07 - $76.85 $9,054 - $10,374	135 Added 8.41%	1,740 $0
Q4 2020 Feb 11, 2021	BUY	$55.93 - $68.45 $27,126 - $33,198	485 Added 43.3%	1,605 $0
Q1 2020 May 05, 2020	BUY	$35.83 - $62.24 $3,583 - $6,224	100 Added 9.8%	1,120 $0
Q4 2019 Jan 07, 2020	SELL	$54.56 - $60.24 $6,438 - $7,108	-118 Reduced 10.37%	1,020 $0
Q3 2019 Oct 23, 2019	BUY	$56.23 - $57.59 $6,635 - $6,795	118 Added 11.57%	1,138 $0
Q2 2019 Aug 05, 2019	SELL	N/A	-251 Reduced 19.75%	1,020 $0
Q1 2019 Apr 26, 2019	BUY	N/A	180 Added 16.5%	1,271 $0
Q3 2018 Nov 05, 2018	BUY	N/A	941 Added 627.33%	1,091 $0
Q3 2018 Nov 05, 2018	SELL	N/A	-225 Reduced 60.0%	150 $0
Q2 2018 Aug 07, 2018	BUY	N/A	375 New	375 $0

Others Institutions Holding SCHM

# of Institutions

1,002

Shares Held

274M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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First Horizon Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History