Hc Financial Advisors Inc Schwab Strategic U.S. Mid Cap Transaction History

Hc Financial Advisors Inc

$149 Million
Q2 2022

A detailed history of Hc Financial Advisors Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hc Financial Advisors Inc holds 638 shares of SCHM stock, worth $18,604. This represents 0.03% of its overall portfolio holdings.

Number of Shares

638

Previous 636 0.31%

Holding current value

$18,604

Previous $48,000 16.67%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	BUY	$60.91 - $76.4 $121 - $152	2 Added 0.31%	638 $40,000
Q1 2022 May 04, 2022	BUY	$70.66 - $80.89 $70 - $80	1 Added 0.16%	636 $48,000
Q4 2021 Jan 19, 2022	BUY	$76.01 - $83.39 $24,551 - $26,934	323 Added 103.53%	635 $51,000
Q3 2021 Oct 19, 2021	BUY	$74.65 - $80.95 $74 - $80	1 Added 0.32%	312 $24,000
Q2 2021 Jul 28, 2021	SELL	$74.64 - $79.12 $21,944 - $23,261	-294 Reduced 48.6%	311 $24,000

Q1 2021 Apr 21, 2021	BUY	$67.07 - $76.85 $134 - $153	2 Added 0.33%	605 $45,000
Q4 2020 Jan 26, 2021	BUY	$55.93 - $68.45 $111 - $136	2 Added 0.33%	603 $41,000
Q3 2020 Oct 30, 2020	BUY	$51.99 - $58.83 $103 - $117	2 Added 0.33%	601 $33,000
Q2 2020 Jul 28, 2020	SELL	$39.01 - $57.03 $31,208 - $45,624	-800 Reduced 57.18%	599 $32,000
Q1 2020 Apr 08, 2020	BUY	$35.83 - $62.24 $50,126 - $87,073	1,399 New	1,399 $59,000

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Hc Financial Advisors Inc Schwab Strategic U.S. Mid Cap Transaction History