A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 8,750 shares of SCHM stock, worth $681,712. This represents 0.48% of its overall portfolio holdings.

Number of Shares
8,750
Previous 8,775 0.28%
Holding current value
$681,712
Previous $715 Million 4.69%
% of portfolio
0.48%
Previous 0.57%

Shares

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

Jul 15, 2024

SELL
$75.69 - $81.19 $1,892 - $2,029
-25 Reduced 0.28%
8,750 $681 Million
Q1 2024

May 09, 2024

SELL
$72.89 - $81.43 $38,413 - $42,913
-527 Reduced 5.67%
8,775 $715 Million
Q4 2023

Apr 18, 2024

BUY
$63.01 - $75.95 $586,119 - $706,486
9,302 New
9,302 $701 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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