K2 Financial Inc. Schwab Strategic U.S. Mid Cap Transaction History

K2 Financial Inc.

  • $102 Billion
  • Q1 2025

A detailed history of K2 Financial Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, K2 Financial Inc. holds 30,963 shares of SCHM stock, worth $837,549. This represents 0.73% of its overall portfolio holdings.

Number of Shares
30,963
Previous 29,258 5.83%
Holding current value
$837,549
Previous $815 Million 9.1%
% of portfolio
0.73%
Previous 0.81%

Shares

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

Apr 25, 2025
BUY
$25.58 - $29.24 $43,613 - $49,854
1,705 Added 5.83%
30,963 $741 Million
Q4 2024

Feb 06, 2025
BUY
$27.54 - $83.04 $805,765 - $2.43 Million
29,258 New
29,258 $815 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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