Glass Jacobson Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Glass Jacobson Investment Advisors LLC

  • $275 Billion
  • Q2 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 5,799 shares of SCHM stock, worth $168,344. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,799
Previous 4,569 26.92%
Holding current value
$168,344
Previous $372 Million 21.31%
% of portfolio
0.16%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$75.69 - $81.19 $93,098 - $99,863
1,230 Added 26.92%
5,799 $451 Million
Q1 2024

Apr 26, 2024
BUY
$72.89 - $81.43 $72 - $81
1 Added 0.02%
4,569 $372 Million
Q4 2023

Jan 22, 2024
BUY
$63.01 - $75.95 $12,980 - $15,645
206 Added 4.72%
4,568 $344 Million
Q3 2023

Nov 07, 2023
BUY
$66.75 - $73.98 $194,776 - $215,873
2,918 Added 202.08%
4,362 $295 Million
Q2 2023

Jul 25, 2023
SELL
$65.29 - $71.03 $7,116 - $7,742
-109 Reduced 7.02%
1,444 $103 Million
Q4 2022

Feb 06, 2023
BUY
$61.05 - $69.94 $94,810 - $108,616
1,553 New
1,553 $102 Million

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
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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