Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$65.29 - $71.03 $2,481 - $2,699
-38 Reduced 2.58%
1,433 $101,000
Q1 2023

May 05, 2023

SELL
$64.24 - $73.9 $3,854 - $4,434
-60 Reduced 3.92%
1,471 $99,000
Q4 2022

Feb 27, 2023

BUY
$61.05 - $69.94 $93,467 - $107,078
1,531 New
1,531 $100,000
Q1 2022

Jun 21, 2022

SELL
$70.66 - $80.89 $487,059 - $557,574
-6,893 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$76.01 - $83.39 $20,142 - $22,098
265 Added 4.0%
6,893 $573,000
Q3 2021

Nov 10, 2021

BUY
$74.65 - $80.95 $494,780 - $536,536
6,628 New
6,628 $551,000
Q2 2021

Aug 11, 2021

SELL
$74.64 - $79.12 $400,891 - $424,953
-5,371 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$67.07 - $76.85 $360,232 - $412,761
5,371 New
5,371 $412,000
Q4 2019

Feb 13, 2020

SELL
$54.56 - $60.24 $197,561 - $218,129
-3,621 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$56.23 - $57.59 $203,608 - $208,533
3,621 New
3,621 $211,000
Q1 2019

May 15, 2019

SELL
N/A
-20,708 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
N/A
20,708 New
20,708 $1.26 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-20,708 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
N/A
20,708 New
20,708 $1.18 Million
Q1 2018

May 14, 2018

SELL
N/A
-10,763 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
N/A
10,763
10,763 $559,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Kalos Management, Inc. Portfolio

Follow Kalos Management, 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 Kalos Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kalos Management, Inc. with notifications on news.