Gradient Investments LLC Schwab Strategic U.S. Mid Cap Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gradient Investments LLC holds 982 shares of SCHM stock, worth $75,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares
982
Previous 1,606 38.85%
Holding current value
$75,702
Previous $120,000 34.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024
SELL
$72.89 - $81.43 $45,483 - $50,812
-624 Reduced 38.85%
982 $79,000
Q4 2023

Jan 18, 2024
SELL
$63.01 - $75.95 $42,405 - $51,114
-673 Reduced 29.53%
1,606 $120,000
Q3 2023

Oct 27, 2023
SELL
$66.75 - $73.98 $65.4 Million - $72.5 Million
-980,232 Reduced 99.77%
2,279 $154,000
Q2 2023

Jul 11, 2023
SELL
$65.29 - $71.03 $1.26 Million - $1.37 Million
-19,358 Reduced 1.93%
982,511 $69.8 Million
Q1 2023

Apr 17, 2023
SELL
$64.24 - $73.9 $1.78 Million - $2.04 Million
-27,636 Reduced 2.68%
1,001,869 $68 Million
Q4 2022

Jan 10, 2023
BUY
$64.3 - $69.94 $216,112 - $235,068
3,361 Added 0.33%
1,029,505 $0
Q3 2022

Oct 14, 2022
BUY
N/A
1,026,144 New
1,026,144 $62.1 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-22 Closed
0 $0
Q1 2022

May 26, 2022
SELL
N/A
-4,323 Reduced 99.49%
22 $2,000
Q4 2021

Jan 12, 2022
SELL
N/A
-1,340 Reduced 23.57%
4,345 $349,000
Q3 2021

Oct 18, 2021
SELL
N/A
-48 Reduced 0.84%
5,685 $436,000
Q2 2021

Jul 12, 2021
BUY
N/A
411 Added 7.72%
5,733 $449,000
Q1 2021

Apr 21, 2021
BUY
N/A
5,144 Added 2889.89%
5,322 $396,000
Q3 2020

Oct 06, 2020
BUY
N/A
83 Added 87.37%
178 $10,000
Q1 2020

Apr 07, 2020
SELL
N/A
-44 Reduced 31.65%
95 $4,000
Q1 2019

Apr 11, 2019
BUY
N/A
44 Added 46.32%
139 $8,000
Q4 2018

Jan 18, 2019
BUY
N/A
95 New
95 $5,000

Others Institutions Holding SCHM

# of Institutions
903
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
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More about SCHM
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