Hazlett, Burt & Watson, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Hazlett, Burt & Watson, Inc.

  • $217 Million
  • Q3 2024

A detailed history of Hazlett, Burt & Watson, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hazlett, Burt & Watson, Inc. holds 83 shares of SCHM stock, worth $2,309. This represents 0.0% of its overall portfolio holdings.

Number of Shares
83
Previous 181 54.14%
Holding current value
$2,309
Previous $14,000 50.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 30, 2024
SELL
$75.47 - $83.18 $7,396 - $8,151
-98 Reduced 54.14%
83 $7,000
Q2 2024

Aug 07, 2024
SELL
$75.69 - $81.19 $1,892 - $2,029
-25 Reduced 12.14%
181 $14,000
Q1 2023

Apr 27, 2023
SELL
$64.24 - $73.9 $19,464 - $22,391
-303 Reduced 59.53%
206 $14,000
Q4 2022

Jan 25, 2023
BUY
$61.05 - $69.94 $122 - $139
2 Added 0.39%
509 $34,000
Q3 2022

Oct 20, 2022
BUY
$60.5 - $72.51 $18,210 - $21,825
301 Added 146.12%
507 $30,000
Q1 2022

May 05, 2022
BUY
$70.66 - $80.89 $14,555 - $16,663
206 New
206 $16,000

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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