James Investment Research Inc Schwab Strategic U.S. Mid Cap Transaction History

James Investment Research Inc

  • $819 Million
  • Q4 2024

A detailed history of James Investment Research Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, James Investment Research Inc holds 14,054 shares of SCHM stock, worth $406,722. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,054
Previous 3,785 271.31%
Holding current value
$406,722
Previous $314,000 23.89%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 30, 2025
BUY
$27.54 - $83.04 $282,808 - $852,737
10,269 Added 271.31%
14,054 $389,000
Q3 2024

Oct 29, 2024
BUY
$75.47 - $83.18 $285,653 - $314,836
3,785 New
3,785 $314,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
149M
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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