Gleason Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Gleason Group, Inc.

$547 Million
Q1 2025

A detailed history of Gleason Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gleason Group, Inc. holds 178,374 shares of SCHM stock, worth $4.83 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

178,374

Previous 183,845 2.98%

Holding current value

$4.83 Million

Previous $5.09 Million 8.36%

% of portfolio

0.85%

Previous 0.9%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$25.58 - $29.24 $139,948 - $159,972	-5,471 Reduced 2.98%	178,374 $4.67 Million
Q4 2024 Jan 13, 2025	BUY	$27.54 - $83.04 $3.46 Million - $10.4 Million	125,554 Added 215.39%	183,845 $5.09 Million
Q3 2024 Oct 15, 2024	BUY	$75.47 - $83.18 $178,260 - $196,471	2,362 Added 4.22%	58,291 $4.84 Million
Q2 2024 Jul 12, 2024	BUY	$75.69 - $81.19 $908 - $974	12 Added 0.02%	55,929 $4.35 Million
Q1 2024 Apr 12, 2024	BUY	$72.89 - $81.43 $90,820 - $101,461	1,246 Added 2.28%	55,917 $4.55 Million
Q4 2023 Jan 19, 2024	BUY	$63.01 - $75.95 $269,871 - $325,293	4,283 Added 8.5%	54,671 $4.12 Million
Q3 2023 Oct 12, 2023	BUY	$66.75 - $73.98 $367,058 - $406,816	5,499 Added 12.25%	50,388 $3.41 Million
Q2 2023 Jul 20, 2023	SELL	$65.29 - $71.03 $3.47 Million - $3.78 Million	-53,205 Reduced 54.24%	44,889 $3.19 Million
Q1 2023 Apr 14, 2023	SELL	$64.24 - $73.9 $1.6 Million - $1.84 Million	-24,900 Reduced 20.24%	98,094 $6.66 Million
Q4 2022 Jan 11, 2023	BUY	$61.05 - $69.94 $7.51 Million - $8.6 Million	122,994 New	122,994 $0

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Gleason Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History