First Personal Financial Services Schwab Strategic U.S. Mid Cap Transaction History

First Personal Financial Services

  • $472 Million
  • Q3 2024

A detailed history of First Personal Financial Services transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Personal Financial Services holds 100 shares of SCHM stock, worth $2,783. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Holding current value
$2,783
% of portfolio
0.0%

Shares

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

Nov 01, 2024
BUY
$75.47 - $83.18 $7,547 - $8,318
100 New
100 $8,000
Q3 2019

Oct 15, 2019
SELL
$56.23 - $57.59 $14,057 - $14,397
-250 Closed
0 $0
Q2 2019

Jul 29, 2019
SELL
N/A
-95 Reduced 27.54%
250 $14,000
Q3 2018

Nov 01, 2018
SELL
N/A
-175 Reduced 33.65%
345 $20,000
Q1 2018

May 10, 2018
SELL
N/A
-130 Reduced 20.0%
520 $27,000
Q3 2017

Nov 01, 2017
BUY
N/A
650
650 $33,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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 Personal Financial Services Portfolio

Follow First Personal Financial Services 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 Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email