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

First Horizon Advisors, Inc.

  • $3.55 Billion
  • Q4 2024

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 $6,211. This represents 0.0% of its overall portfolio holdings.

Number of Shares
222
Previous 74 200.0%
Holding current value
$6,211
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,009
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
Track This Portfolio

Track First Horizon Advisors, Inc. Portfolio

Follow First Horizon Advisors, Inc. 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 First Horizon Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Horizon Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email