Gw Henssler & Associates LTD Schwab Strategic U.S. Mid Cap Transaction History

Gw Henssler & Associates LTD

  • $1.76 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 09, 2022
SELL
$70.66 - $80.89 $177,921 - $203,681
-2,518 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$76.01 - $83.39 $191,393 - $209,976
2,518 New
2,518 $202,000
Q3 2021

Nov 02, 2021
SELL
$74.65 - $80.95 $239,999 - $260,254
-3,215 Closed
0 $0
Q2 2021

Aug 09, 2021
SELL
$74.64 - $79.12 $168,835 - $178,969
-2,262 Reduced 41.3%
3,215 $252,000
Q1 2021

Apr 28, 2021
SELL
$67.07 - $76.85 $867,080 - $993,516
-12,928 Reduced 70.24%
5,477 $408,000
Q4 2020

Feb 02, 2021
SELL
$55.93 - $68.45 $15,604 - $19,097
-279 Reduced 1.49%
18,405 $1.26 Million
Q3 2020

Oct 22, 2020
SELL
$51.99 - $58.83 $78,452 - $88,774
-1,509 Reduced 7.47%
18,684 $1.04 Million
Q2 2020

Jul 21, 2020
SELL
$39.01 - $57.03 $109,540 - $160,140
-2,808 Reduced 12.21%
20,193 $1.06 Million
Q1 2020

Apr 27, 2020
SELL
$35.83 - $62.24 $47,367 - $82,281
-1,322 Reduced 5.44%
23,001 $970,000
Q4 2019

Feb 24, 2020
SELL
$54.56 - $60.24 $8,402 - $9,276
-154 Reduced 0.63%
24,323 $1.46 Million
Q3 2019

Nov 18, 2019
BUY
$56.23 - $57.59 $59,097 - $60,527
1,051 Added 4.49%
24,477 $1.38 Million
Q2 2019

Aug 05, 2019
BUY
N/A
1,543 Added 7.05%
23,426 $1.34 Million
Q1 2019

May 15, 2019
SELL
N/A
-252 Reduced 1.14%
21,883 $1.21 Million
Q4 2018

Jan 22, 2019
BUY
N/A
895 Added 4.21%
22,135 $1.06 Million
Q3 2018

Oct 23, 2018
BUY
N/A
649 Added 3.15%
21,240 $1.23 Million
Q2 2018

Aug 06, 2018
BUY
N/A
769 Added 3.88%
20,591 $1.13 Million
Q1 2018

May 04, 2018
BUY
N/A
970 Added 5.15%
19,822 $1.05 Million
Q4 2017

Feb 06, 2018
BUY
N/A
739 Added 4.08%
18,852 $1 Million
Q3 2017

Nov 03, 2017
BUY
N/A
18,113
18,113 $908,000

Others Institutions Holding SCHM

# of Institutions
951
Shares Held
109M
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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