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 $314,844. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,974
Previous 10,700 2.56%
Holding current value
$314,844
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
950
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
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