Greenwood Gearhart Inc Schwab Strategic U.S. Mid Cap Transaction History

Greenwood Gearhart Inc

$1.42 Billion
Q1 2025

A detailed history of Greenwood Gearhart Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Greenwood Gearhart Inc holds 26,260 shares of SCHM stock, worth $715,059. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,260

Previous 38,541 31.86%

Holding current value

$715,059

Previous $1.07 Million 35.52%

% of portfolio

0.05%

Previous 0.07%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$25.58 - $29.24 $314,147 - $359,096	-12,281 Reduced 31.86%	26,260 $688,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $944,897 - $2.85 Million	34,310 Added 810.92%	38,541 $1.07 Million
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $12,528 - $13,807	166 Added 4.08%	4,231 $351,000
Q2 2024 Aug 07, 2024	SELL	$75.69 - $81.19 $69,256 - $74,288	-915 Reduced 18.37%	4,065 $316,000
Q1 2024 May 15, 2024	BUY	$72.89 - $81.43 $11,516 - $12,865	158 Added 3.28%	4,980 $405,000
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $8,128 - $9,797	-129 Reduced 2.61%	4,822 $363,000
Q3 2023 Nov 15, 2023	BUY	$66.75 - $73.98 $11,347 - $12,576	170 Added 3.56%	4,951 $335,000
Q2 2023 Aug 14, 2023	BUY	$65.29 - $71.03 $10,250 - $11,151	157 Added 3.4%	4,781 $339,000
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $24,411 - $28,082	-380 Reduced 7.59%	4,624 $313,000
Q4 2022 Feb 15, 2023	BUY	$61.05 - $69.94 $5,311 - $6,084	87 Added 1.77%	5,004 $328,000
Q3 2022 Nov 15, 2022	BUY	$60.5 - $72.51 $30,371 - $36,400	502 Added 11.37%	4,917 $298,000
Q2 2022 Aug 16, 2022	BUY	$60.91 - $76.4 $18,760 - $23,531	308 Added 7.5%	4,415 $277,000
Q1 2022 May 16, 2022	SELL	$70.66 - $80.89 $11,234 - $12,861	-159 Reduced 3.73%	4,107 $312,000
Q4 2021 Feb 15, 2022	SELL	$76.01 - $83.39 $103,981 - $114,077	-1,368 Reduced 24.28%	4,266 $343,000
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $138,177 - $149,838	1,851 Added 48.93%	5,634 $432,000
Q2 2021 Aug 13, 2021	BUY	$74.64 - $79.12 $9,255 - $9,810	124 Added 3.39%	3,783 $296,000
Q1 2021 May 13, 2021	BUY	$67.07 - $76.85 $18,175 - $20,826	271 Added 8.0%	3,659 $272,000
Q4 2020 Feb 16, 2021	BUY	$55.93 - $68.45 $189,490 - $231,908	3,388 New	3,388 $231,000
Q2 2019 Aug 07, 2019	SELL	N/A	-4,025 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	4,025 New	4,025 $223,000
Q4 2018 Jan 28, 2019	SELL	N/A	-4,021 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	20 Added 0.5%	4,021 $233,000
Q2 2018 Aug 09, 2018	SELL	N/A	-1,093 Reduced 21.46%	4,001 $220,000
Q1 2018 May 15, 2018	BUY	N/A	180 Added 3.66%	5,094 $269,000
Q4 2017 Feb 12, 2018	BUY	N/A	4,914	4,914 $262,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Greenwood Gearhart Inc Schwab Strategic U.S. Mid Cap Transaction History