Jpmorgan Chase & CO Schwab Strategic U.S. Mid Cap Transaction History

Jpmorgan Chase & CO

  • $1.27 Trillion
  • Q1 2025

A detailed history of Jpmorgan Chase & CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jpmorgan Chase & CO holds 552,692 shares of SCHM stock, worth $16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
552,692
Previous 533,200 3.66%
Holding current value
$16 Million
Previous $14.8 Million 1.99%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$25.58 - $29.24 $498,605 - $569,946
19,492 Added 3.66%
552,692 $14.5 Million
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $9.55 Million - $28.8 Million
346,676 Added 185.86%
533,200 $14.8 Million
Q3 2024

Dec 26, 2024
SELL
$75.47 - $83.18 $981,411 - $1.08 Million
-13,004 Reduced 6.52%
186,524 $15.5 Million
Q3 2024

Nov 08, 2024
SELL
$75.47 - $83.18 $981,411 - $1.08 Million
-13,004 Reduced 6.52%
186,524 $15.5 Million
Q2 2024

Dec 26, 2024
BUY
$75.69 - $81.19 $984,272 - $1.06 Million
13,004 Added 6.97%
199,528 $15.5 Million
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $196,718 - $211,012
-2,599 Reduced 1.29%
199,528 $15.5 Million
Q1 2024

Dec 26, 2024
BUY
$72.89 - $81.43 $1.14 Million - $1.27 Million
15,603 Added 8.37%
202,127 $16.5 Million
Q1 2024

May 10, 2024
BUY
$72.89 - $81.43 $339,594 - $379,382
4,659 Added 2.36%
202,127 $16.5 Million
Q4 2023

Dec 26, 2024
BUY
$63.01 - $75.95 $689,581 - $831,196
10,944 Added 5.87%
197,468 $14.9 Million
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $11 Million - $13.2 Million
174,373 Added 755.02%
197,468 $14.9 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $152,056 - $168,526
2,278 Added 10.94%
23,095 $1.56 Million
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $902,699 - $982,060
13,826 Added 197.77%
20,817 $1.48 Million
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $243,148 - $279,711
3,785 Added 118.06%
6,991 $474,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $177,655 - $203,525
2,910 Added 983.11%
3,206 $211,000
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $17,908 - $21,462
296 New
296 $18,000
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $16,019 - $20,093
-263 Closed
0 $0
Q1 2022

May 11, 2022
BUY
$70.66 - $80.89 $18,583 - $21,274
263 New
263 $20,000
Q4 2021

Feb 10, 2022
SELL
$76.01 - $83.39 $932,642 - $1.02 Million
-12,270 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $915,955 - $993,256
12,270 New
12,270 $941,000

Others Institutions Holding SCHM

# of Institutions
1,042
Shares Held
284M
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
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More about SCHM
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