Koshinski Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Koshinski Asset Management, Inc.

  • $1.18 Trillion
  • Q1 2025

A detailed history of Koshinski Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 668,724 shares of SCHM stock, worth $18.2 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
668,724
Previous 644,951 3.69%
Holding current value
$18.2 Million
Previous $17.9 Million 97939.1%
% of portfolio
1.49%
Previous 0.04%

Shares

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

Apr 25, 2025
BUY
$25.58 - $29.24 $608,113 - $695,122
23,773 Added 3.69%
668,724 $17.5 Billion
Q4 2024

Jan 16, 2025
BUY
$27.54 - $83.04 $12 Million - $36.2 Million
436,390 Added 209.24%
644,951 $17.9 Million
Q3 2024

Oct 10, 2024
BUY
$75.47 - $83.18 $437,650 - $482,360
5,799 Added 2.86%
208,561 $17.3 Million
Q2 2024

Jul 12, 2024
SELL
$75.69 - $81.19 $24,977 - $26,792
-330 Reduced 0.16%
202,762 $15.8 Million
Q1 2024

May 08, 2024
BUY
$72.89 - $81.43 $13.8 Million - $15.4 Million
189,107 Added 1352.21%
203,092 $16.5 Million
Q4 2023

Jan 29, 2024
SELL
$63.01 - $75.95 $9.69 Million - $11.7 Million
-153,738 Reduced 91.66%
13,985 $1.05 Million
Q3 2023

Oct 18, 2023
BUY
$66.75 - $73.98 $654,350 - $725,225
9,803 Added 6.21%
167,723 $11.4 Million
Q2 2023

Jul 28, 2023
SELL
$65.29 - $71.03 $1.72 Million - $1.87 Million
-26,344 Reduced 14.3%
157,920 $11.2 Million
Q1 2023

Apr 12, 2023
BUY
$64.24 - $73.9 $1.4 Million - $1.61 Million
21,769 Added 13.4%
184,264 $12.5 Million
Q4 2022

Jan 24, 2023
BUY
$61.05 - $69.94 $291,330 - $333,753
4,772 Added 3.03%
162,495 $0
Q3 2022

Oct 18, 2022
BUY
$60.5 - $72.51 $380,908 - $456,522
6,296 Added 4.16%
157,723 $21.4 Million
Q2 2022

Jul 12, 2022
BUY
$60.91 - $76.4 $218,057 - $273,512
3,580 Added 2.42%
151,427 $9.5 Million
Q1 2022

Apr 20, 2022
BUY
$70.66 - $80.89 $759,948 - $869,971
10,755 Added 7.85%
147,847 $11.2 Billion
Q4 2021

Jan 14, 2022
BUY
$76.01 - $83.39 $667,519 - $732,330
8,782 Added 6.84%
137,092 $11 Billion
Q3 2021

Oct 12, 2021
BUY
$74.65 - $80.95 $2.88 Million - $3.13 Million
38,624 Added 43.07%
128,310 $0
Q2 2021

Jul 26, 2021
SELL
$74.64 - $79.12 $1.86 Million - $1.97 Million
-24,857 Reduced 21.7%
89,686 $7.02 Million
Q1 2021

May 06, 2021
BUY
$67.07 - $76.85 $89,136 - $102,133
1,329 Added 1.17%
114,543 $8.53 Million
Q4 2020

Mar 30, 2021
BUY
$55.93 - $68.45 $1.85 Million - $2.27 Million
33,105 Added 41.32%
113,214 $7.72 Million
Q4 2020

Feb 05, 2021
BUY
$55.93 - $68.45 $4.48 Million - $5.48 Million
80,109 New
80,109 $7.72 Million
Q4 2020

Feb 02, 2021
SELL
$55.93 - $68.45 $6.07 Million - $7.43 Million
-108,548 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$51.99 - $58.83 $1.56 Million - $1.76 Million
29,981 Added 38.16%
108,548 $6.47 Million
Q2 2020

Jul 29, 2020
BUY
$39.01 - $57.03 $673,234 - $984,223
17,258 Added 28.15%
78,567 $4.13 Million
Q1 2020

Apr 30, 2020
BUY
$35.83 - $62.24 $1.05 Million - $1.82 Million
29,270 Added 91.36%
61,309 $2.59 Million
Q4 2019

Jan 29, 2020
BUY
$54.56 - $60.24 $812,834 - $897,455
14,898 Added 86.91%
32,039 $1.92 Million
Q3 2019

Oct 30, 2019
SELL
$56.23 - $57.59 $224 - $230
-4 Reduced 0.02%
17,141 $969,000
Q2 2019

Jul 18, 2019
SELL
N/A
-1,947 Reduced 10.2%
17,145 $979,000
Q1 2019

May 14, 2019
SELL
N/A
-4,045 Reduced 17.48%
19,092 $1.06 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-7,372 Reduced 24.16%
23,137 $1.11 Million
Q3 2018

Nov 15, 2018
BUY
N/A
18,344 Added 150.79%
30,509 $1.77 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-110 Reduced 0.9%
12,165 $386,000
Q1 2018

Apr 09, 2018
SELL
N/A
-5,661 Reduced 31.56%
12,275 $649,000
Q4 2017

Jan 17, 2018
BUY
N/A
5,236 Added 41.23%
17,936 $955,000
Q3 2017

Oct 12, 2017
BUY
N/A
2,548 Added 25.1%
12,700 $0
Q2 2017

Jan 17, 2018
BUY
N/A
2,324 Added 29.69%
10,152 $489,000
Q1 2017

Jan 17, 2018
BUY
N/A
1,299 Added 19.9%
7,828 $371,000
Q4 2016

Jan 17, 2018
SELL
N/A
-1,712 Reduced 20.77%
6,529 $295,000
Q3 2016

Jan 17, 2018
BUY
N/A
2,641 Added 47.16%
8,241 $359,000
Q2 2016

Jan 17, 2018
BUY
N/A
499 Added 9.78%
5,600 $235,000
Q1 2016

Jan 17, 2018
BUY
N/A
66 Added 1.31%
5,101 $207,000
Q2 2015

Jan 17, 2018
BUY
N/A
5,035
5,035 $215,000

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.3K
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 Koshinski Asset Management, Inc. Portfolio

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

News

Stay updated on Koshinski Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email