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

James Investment Research Inc

  • $813 Million
  • Q2 2025

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 18,467 shares of SCHM stock, worth $544,037. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,467
Previous 16,971 8.82%
Holding current value
$544,037
Previous $444,000 16.44%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$22.92 - $28.05 $34,288 - $41,962
1,496 Added 8.82%
18,467 $517,000
Q1 2025

May 02, 2025
BUY
$25.58 - $29.24 $74,616 - $85,293
2,917 Added 20.76%
16,971 $444,000
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
1,051
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track James Investment Research Inc Portfolio

Follow James Investment Research Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email