Greenleaf Trust Schwab Strategic U.S. Mid Cap Transaction History

Greenleaf Trust

  • $11.2 Billion
  • Q3 2024

A detailed history of Greenleaf Trust transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Greenleaf Trust holds 10,974 shares of SCHM stock, worth $312,539. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,974
Previous 10,700 2.56%
Holding current value
$312,539
Previous $832,000 9.5%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $20,678 - $22,791
274 Added 2.56%
10,974 $911,000
Q2 2024

Jul 22, 2024
BUY
$75.69 - $81.19 $30,427 - $32,638
402 Added 3.9%
10,700 $832,000
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $459,844 - $498,652
6,160 Added 148.86%
10,298 $789,000
Q1 2021

Apr 30, 2021
BUY
$67.07 - $76.85 $277,535 - $318,005
4,138 New
4,138 $308,000

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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 Greenleaf Trust Portfolio

Follow Greenleaf Trust 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 Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email