Headinvest, LLC Schwab Strategic U.S. Mid Cap Transaction History

Headinvest, LLC

  • $525 Million
  • Q3 2024

A detailed history of Headinvest, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Headinvest, LLC holds 3,519 shares of SCHM stock, worth $100,221. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,519
Previous 3,529 0.28%
Holding current value
$100,221
Previous $274,000 6.57%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 15, 2024
SELL
$75.47 - $83.18 $754 - $831
-10 Reduced 0.28%
3,519 $292,000
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $406,303 - $435,827
-5,368 Reduced 60.33%
3,529 $274,000
Q1 2024

Aug 14, 2024
BUY
$72.89 - $81.43 $351,840 - $393,062
4,827 Added 118.6%
8,897 $724,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $248,473 - $284,655
4,070 New
4,070 $267,000

Others Institutions Holding SCHM

# of Institutions
947
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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