Fortune Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fortune Financial Advisors, LLC

  • $110 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
SELL
$63.01 - $75.95 $30,748 - $37,063
-488 Reduced 10.29%
4,254 $320 Million
Q3 2023

Oct 25, 2023
BUY
$66.75 - $73.98 $19,691 - $21,824
295 Added 6.63%
4,742 $321 Million
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $290,344 - $315,870
4,447 New
4,447 $316 Million

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
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