Hendershot Investments Inc. Schwab Strategic U.S. Mid Cap Transaction History

Hendershot Investments Inc.

  • $723 Million
  • Q3 2024

A detailed history of Hendershot Investments Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hendershot Investments Inc. holds 7,013 shares of SCHM stock, worth $196,995. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,013
Previous 6,888 1.81%
Holding current value
$196,995
Previous $536,000 8.58%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 14, 2024
BUY
$75.47 - $83.18 $9,433 - $10,397
125 Added 1.81%
7,013 $582,000
Q2 2024

Aug 05, 2024
BUY
$75.69 - $81.19 $11,277 - $12,097
149 Added 2.21%
6,888 $536,000
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $5,904 - $6,595
81 Added 1.22%
6,739 $548,000
Q4 2023

Jan 26, 2024
BUY
$63.01 - $75.95 $18,020 - $21,721
286 Added 4.49%
6,658 $501,000
Q3 2023

Oct 23, 2023
BUY
$66.75 - $73.98 $8,277 - $9,173
124 Added 1.98%
6,372 $431,000
Q2 2023

Aug 09, 2023
BUY
$65.29 - $71.03 $30,033 - $32,673
460 Added 7.95%
6,248 $443,000
Q1 2023

Apr 25, 2023
SELL
$64.24 - $73.9 $9,764 - $11,232
-152 Reduced 2.56%
5,788 $392,000
Q4 2022

Jan 24, 2023
BUY
$61.05 - $69.94 $9,584 - $10,980
157 Added 2.71%
5,940 $0
Q3 2022

Nov 01, 2022
BUY
$60.5 - $72.51 $5,808 - $6,960
96 Added 1.69%
5,783 $350,000
Q2 2022

Jul 22, 2022
BUY
$60.91 - $76.4 $18,090 - $22,690
297 Added 5.51%
5,687 $357,000
Q1 2022

May 06, 2022
SELL
$70.66 - $80.89 $12,436 - $14,236
-176 Reduced 3.16%
5,390 $409,000
Q4 2021

Feb 04, 2022
BUY
$76.01 - $83.39 $20,598 - $22,598
271 Added 5.12%
5,566 $448,000
Q3 2021

Oct 26, 2021
BUY
$74.65 - $80.95 $6,345 - $6,880
85 Added 1.63%
5,295 $406,000
Q2 2021

Jul 28, 2021
BUY
$74.64 - $79.12 $6,195 - $6,566
83 Added 1.62%
5,210 $408,000
Q1 2021

May 03, 2021
BUY
$67.07 - $76.85 $12,005 - $13,756
179 Added 3.62%
5,127 $382,000
Q4 2020

Jan 25, 2021
BUY
$55.93 - $68.45 $4,865 - $5,955
87 Added 1.79%
4,948 $337,000
Q3 2020

Oct 30, 2020
BUY
$51.99 - $58.83 $5,718 - $6,471
110 Added 2.32%
4,861 $270,000
Q2 2020

Aug 10, 2020
BUY
$39.01 - $57.03 $10,493 - $15,341
269 Added 6.0%
4,751 $250,000
Q1 2020

Apr 20, 2020
BUY
$35.83 - $62.24 $20,243 - $35,165
565 Added 14.42%
4,482 $189,000
Q4 2019

Feb 03, 2020
BUY
$54.56 - $60.24 $18,059 - $19,939
331 Added 9.23%
3,917 $236,000
Q3 2019

Oct 29, 2019
BUY
$56.23 - $57.59 $201,640 - $206,517
3,586 New
3,586 $203,000

Others Institutions Holding SCHM

# of Institutions
950
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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