A detailed history of Howe & Rusling Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Howe & Rusling Inc holds 132 shares of SCHM stock, worth $3,759. This represents 0.0% of its overall portfolio holdings.

Number of Shares
132
Previous 132 -0.0%
Holding current value
$3,759
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$72.89 - $81.43 $21,867 - $24,429
-300 Reduced 69.44%
132 $10,000
Q4 2023

Feb 05, 2024

BUY
$63.01 - $75.95 $1,953 - $2,354
31 Added 7.73%
432 $32,000
Q3 2023

Nov 08, 2023

SELL
$66.75 - $73.98 $1,935 - $2,145
-29 Reduced 6.74%
401 $27,000
Q2 2023

Aug 14, 2023

SELL
$65.29 - $71.03 $12,862 - $13,992
-197 Reduced 31.42%
430 $30,000
Q1 2023

May 15, 2023

SELL
$64.24 - $73.9 $6,809 - $7,833
-106 Reduced 14.46%
627 $42,000
Q4 2022

Feb 14, 2023

BUY
$61.05 - $69.94 $6,471 - $7,413
106 Added 16.91%
733 $48,000
Q2 2022

Aug 15, 2022

BUY
$60.91 - $76.4 $38,190 - $47,902
627 New
627 $39,000
Q2 2020

Jul 15, 2020

SELL
$39.01 - $57.03 $78 - $114
-2 Closed
0 $0
Q1 2019

Apr 29, 2019

SELL
N/A
-32 Reduced 94.12%
2 $0
Q4 2018

Feb 04, 2019

BUY
N/A
32 Added 1600.0%
34 $2,000
Q4 2017

Jan 24, 2018

BUY
N/A
2
2 $0

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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