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 $17,755. This represents 0.03% of its overall portfolio holdings.

Number of Shares
638
Previous 636 0.31%
Holding current value
$17,755
Previous $48,000 16.67%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


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