J.W. Cole Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 51,799 shares of SCHM stock, worth $1.36 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
51,799
Previous 15,154 241.82%
Holding current value
$1.36 Million
Previous $1.26 Million 13.98%
% of portfolio
0.06%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$27.54 - $83.04 $1.01 Million - $3.04 Million
36,645 Added 241.82%
51,799 $1.44 Million
Q3 2024

Oct 24, 2024
BUY
$75.47 - $83.18 $9,282 - $10,231
123 Added 0.82%
15,154 $1.26 Million
Q2 2024

Aug 08, 2024
BUY
$75.69 - $81.19 $67,288 - $72,177
889 Added 6.29%
15,031 $1.17 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $139,657 - $156,019
1,916 Added 15.67%
14,142 $1.15 Million
Q4 2023

Jan 31, 2024
BUY
$63.01 - $75.95 $132,951 - $160,254
2,110 Added 20.86%
12,226 $920,000
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $109,069 - $120,883
1,634 Added 19.26%
10,116 $684,000
Q2 2023

Jul 27, 2023
BUY
$65.29 - $71.03 $51,579 - $56,113
790 Added 10.27%
8,482 $602,000
Q1 2023

May 03, 2023
BUY
$64.24 - $73.9 $3,597 - $4,138
56 Added 0.73%
7,692 $521,000
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $63,797 - $73,087
1,045 Added 15.85%
7,636 $500,000
Q3 2022

Oct 31, 2022
BUY
$60.5 - $72.51 $46,101 - $55,252
762 Added 13.07%
6,591 $399,000
Q2 2022

Jul 27, 2022
BUY
$60.91 - $76.4 $71,508 - $89,693
1,174 Added 25.22%
5,829 $366,000
Q1 2022

Jun 10, 2022
SELL
$70.66 - $80.89 $4.55 Million - $5.21 Million
-64,450 Reduced 93.26%
4,655 $353,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $4.62 Million - $5.29 Million
65,363 Added 1746.74%
69,105 $289,000
Q4 2021

Jan 25, 2022
BUY
$76.01 - $83.39 $284,429 - $312,045
3,742 New
3,742 $301,000
Q1 2021

Apr 28, 2021
SELL
$67.07 - $76.85 $399,603 - $457,872
-5,958 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$55.93 - $68.45 $333,230 - $407,825
5,958 New
5,958 $406,000
Q1 2020

May 07, 2020
SELL
$35.83 - $62.24 $304,769 - $529,413
-8,506 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$54.56 - $60.24 $464,087 - $512,401
8,506 New
8,506 $512,000

Others Institutions Holding SCHM

# of Institutions
1,007
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
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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