Genesee Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Genesee Capital Advisors, LLC

  • $194 Million
  • Q1 2025

A detailed history of Genesee Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 13,457 shares of SCHM stock, worth $368,452. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,457
Previous 13,417 0.3%
Holding current value
$368,452
Previous $371,000 5.12%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Apr 22, 2025
BUY
$25.58 - $29.24 $1,023 - $1,169
40 Added 0.3%
13,457 $352,000
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $369,504 - $1.11 Million
13,417 New
13,417 $371,000
Q2 2019

Jul 19, 2019
SELL
N/A
-12,835 Closed
0 $0
Q1 2019

May 15, 2019
SELL
N/A
-183 Reduced 1.41%
12,835 $711,000
Q4 2018

Feb 14, 2019
BUY
N/A
13,018 New
13,018 $624,000

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
284M
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
Track This Portfolio

Track Genesee Capital Advisors, LLC Portfolio

Follow Genesee Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesee Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesee Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email