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

Greenwood Gearhart Inc

  • $1.04 Billion
  • Q2 2024

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 4,065 shares of SCHM stock, worth $118,006. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,065
Previous 4,980 18.37%
Holding current value
$118,006
Previous $405,000 21.98%
% of portfolio
0.03%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
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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