Fort Point Capital Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Fort Point Capital Partners LLC

  • $749 Million
  • Q1 2024

A detailed history of Fort Point Capital Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 9,262 shares of SCHM stock, worth $720,861. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,262
Previous 9,327 0.7%
Holding current value
$720,861
Previous $702,000 7.41%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $4,737 - $5,292
-65 Reduced 0.7%
9,262 $754,000
Q4 2023

Feb 09, 2024
BUY
$63.01 - $75.95 $240,194 - $289,521
3,812 Added 69.12%
9,327 $702,000
Q3 2023

Nov 08, 2023
BUY
$66.75 - $73.98 $368,126 - $407,999
5,515 New
5,515 $373,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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