Founders Financial Alliance, LLC Schwab Strategic U.S. Mid Cap Transaction History

Founders Financial Alliance, LLC

  • $356 Million
  • Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 2,940 shares of SCHM stock, worth $81,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,940
Previous 980 200.0%
Holding current value
$81,996
Previous $81,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $53,978 - $162,758
1,960 Added 200.0%
2,940 $81,000
Q2 2024

Aug 23, 2024
BUY
$75.69 - $81.19 $74,176 - $79,566
980 New
980 $76,000
Q2 2022

Aug 15, 2022
SELL
$60.91 - $76.4 $6,821 - $8,556
-112 Closed
0 $0
Q2 2021

Aug 02, 2021
SELL
$74.64 - $79.12 $23,810 - $25,239
-319 Reduced 74.01%
112 $9,000
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $28,907 - $33,122
431 New
431 $33,000
Q4 2020

Feb 04, 2021
SELL
$55.93 - $68.45 $6,264 - $7,666
-112 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$51.99 - $58.83 $5,822 - $6,588
112 New
112 $7,000

Others Institutions Holding SCHM

# of Institutions
1,012
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
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