First Trust Advisors LP Schwab Strategic U.S. Mid Cap Transaction History

First Trust Advisors LP

  • $108 Billion
  • Q1 2025

A detailed history of First Trust Advisors LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Trust Advisors LP holds 11,552 shares of SCHM stock, worth $312,481. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,552
Previous 13,601 15.07%
Holding current value
$312,481
Previous $376,000 19.68%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$25.58 - $29.24 $52,413 - $59,912
-2,049 Reduced 15.07%
11,552 $302,000
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $374,571 - $1.13 Million
13,601 New
13,601 $376,000

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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