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

Game Plan Financial Advisors, LLC

  • $170 Million
  • Q1 2024

A detailed history of Game Plan Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Game Plan Financial Advisors, LLC holds 47,484 shares of SCHM stock, worth $3.7 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
47,484
Previous 47,447 0.08%
Holding current value
$3.7 Million
Previous $3.57 Million 8.2%
% of portfolio
2.27%
Previous 2.65%

Shares

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

Apr 12, 2024
BUY
$72.89 - $81.43 $2,696 - $3,012
37 Added 0.08%
47,484 $3.87 Million
Q4 2023

Apr 12, 2024
BUY
$63.01 - $75.95 $747,928 - $901,526
11,870 Added 33.36%
47,447 $3.57 Million
Q4 2022

Feb 09, 2023
SELL
$64.3 - $69.94 $15,560 - $16,925
-242 Reduced 0.68%
35,577 $2.33 Million
Q3 2022

Nov 02, 2022
SELL
N/A
-2,043 Reduced 5.4%
35,819 $2.17 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-23,683 Reduced 38.48%
37,862 $2.37 Million
Q1 2022

Apr 22, 2022
BUY
N/A
782 Added 1.29%
61,545 $4.67 Million
Q4 2021

Feb 14, 2022
BUY
N/A
758 Added 1.26%
60,763 $4.89 Million
Q3 2021

Oct 26, 2021
BUY
N/A
720 Added 1.21%
60,005 $4.6 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-2,396 Reduced 3.88%
59,285 $4.64 Million
Q1 2021

Apr 28, 2021
SELL
N/A
-1,024 Reduced 1.63%
61,681 $4.62 Million
Q4 2020

Jan 19, 2021
BUY
N/A
2,133 Added 3.52%
62,705 $4.29 Million
Q3 2020

Nov 09, 2020
BUY
N/A
60,572 New
60,572 $3.36 Million
Q2 2020

Aug 03, 2020
SELL
N/A
-31,491 Closed
0 $0
Q1 2020

May 07, 2020
SELL
N/A
-412 Reduced 1.29%
31,491 $1.32 Million
Q4 2019

Feb 13, 2020
BUY
N/A
31,903 New
31,903 $1.92 Million

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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