Institutional & Family Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 432 shares of SCHM stock, worth $12,048. This represents 0.0% of its overall portfolio holdings.

Number of Shares
432
Previous 72 500.0%
Holding current value
$12,048
Previous $5,000 560.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
BUY
$75.69 - $81.19 $27,248 - $29,228
360 Added 500.0%
432 $33,000
Q1 2023

May 08, 2023
BUY
$64.24 - $73.9 $4,625 - $5,320
72 New
72 $4,000

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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