A detailed history of Hc Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hc Advisors, LLC holds 34,090 shares of SCHM stock, worth $995,428. This represents 2.42% of its overall portfolio holdings.

Number of Shares
34,090
Previous 33,974 0.34%
Holding current value
$995,428
Previous $2.64 Million 7.11%
% of portfolio
2.42%
Previous 2.54%

Shares

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

Nov 05, 2024

BUY
$75.47 - $83.18 $8,754 - $9,648
116 Added 0.34%
34,090 $2.83 Million
Q2 2024

Aug 07, 2024

SELL
$75.69 - $81.19 $108,993 - $116,913
-1,440 Reduced 4.07%
33,974 $2.64 Million
Q1 2024

May 13, 2024

BUY
$72.89 - $81.43 $117,717 - $131,509
1,615 Added 4.78%
35,414 $2.88 Million
Q4 2023

Jan 25, 2024

BUY
$63.01 - $75.95 $80,652 - $97,216
1,280 Added 3.94%
33,799 $2.55 Million
Q3 2023

Nov 07, 2023

SELL
$66.75 - $73.98 $12,682 - $14,056
-190 Reduced 0.58%
32,519 $2.2 Million
Q2 2023

Aug 10, 2023

BUY
$65.29 - $71.03 $42,764 - $46,524
655 Added 2.04%
32,709 $2.32 Million
Q1 2023

May 08, 2023

SELL
$64.24 - $73.9 $47,730 - $54,907
-743 Reduced 2.27%
32,054 $2.17 Million
Q4 2022

Feb 08, 2023

SELL
$61.05 - $69.94 $31,013 - $35,529
-508 Reduced 1.53%
32,797 $2.15 Million
Q3 2022

Nov 10, 2022

BUY
$60.5 - $72.51 $32,307 - $38,720
534 Added 1.63%
33,305 $2.02 Million
Q2 2022

Aug 08, 2022

BUY
$60.91 - $76.4 $127,850 - $160,363
2,099 Added 6.84%
32,771 $2.06 Million
Q1 2022

May 06, 2022

BUY
$70.66 - $80.89 $110,582 - $126,592
1,565 Added 5.38%
30,672 $2.33 Million
Q4 2021

Feb 02, 2022

SELL
$76.01 - $83.39 $9,121 - $10,006
-120 Reduced 0.41%
29,107 $2.34 Million
Q3 2021

Oct 29, 2021

BUY
$74.65 - $80.95 $104,733 - $113,572
1,403 Added 5.04%
29,227 $2.24 Million
Q2 2021

Aug 09, 2021

BUY
$74.64 - $79.12 $3,732 - $3,956
50 Added 0.18%
27,824 $2.18 Million
Q1 2021

May 07, 2021

BUY
$67.07 - $76.85 $62,240 - $71,316
928 Added 3.46%
27,774 $2.07 Million
Q4 2020

Feb 08, 2021

BUY
$55.93 - $68.45 $56,768 - $69,476
1,015 Added 3.93%
26,846 $1.83 Million
Q3 2020

Nov 04, 2020

SELL
$51.99 - $58.83 $56,409 - $63,830
-1,085 Reduced 4.03%
25,831 $1.43 Million
Q2 2020

Aug 12, 2020

BUY
$39.01 - $57.03 $1.05 Million - $1.54 Million
26,916 New
26,916 $1.42 Million
Q1 2020

May 08, 2020

SELL
$35.83 - $62.24 $889,873 - $1.55 Million
-24,836 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$54.56 - $60.24 $1.36 Million - $1.5 Million
24,836 New
24,836 $1.49 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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