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

Headinvest, LLC

  • $470 Million
  • Q4 2023

A detailed history of Headinvest, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Headinvest, LLC holds 4,070 shares of SCHM stock, worth $325,477. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,070
Previous 4,070 -0.0%
Holding current value
$325,477
Previous $275,000 11.27%
% of portfolio
0.07%
Previous 0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$64.3 - $69.94 $261,701 - $284,655
4,070 New
4,070 $267,000

Others Institutions Holding SCHM

# of Institutions
904
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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