Leo H. Evart, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

A detailed history of Leo H. Evart, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Leo H. Evart, Inc. holds 28,564 shares of SCHM stock, worth $772,656. This represents 2.97% of its overall portfolio holdings.

Number of Shares

28,564

Previous 29,187 2.13%

Holding current value

$772,656

Previous $2.07 Billion 6.75%

% of portfolio

2.97%

Previous 2.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$66.75 - $73.98 $41,585 - $46,089	-623 Reduced 2.13%	28,564 $1.93 Billion
Q2 2023 Aug 04, 2023	SELL	$65.29 - $71.03 $37,476 - $40,771	-574 Reduced 1.93%	29,187 $2.07 Billion
Q1 2023 May 05, 2023	SELL	$64.24 - $73.9 $132,976 - $152,973	-2,070 Reduced 6.5%	29,761 $2.02 Billion
Q4 2022 Jan 19, 2023	BUY	$61.05 - $69.94 $3,724 - $4,266	61 Added 0.19%	31,831 $2.09 Billion
Q3 2022 Nov 02, 2022	SELL	$60.5 - $72.51 $9,498 - $11,384	-157 Reduced 0.49%	31,770 $1.92 Million
Q2 2022 Jul 21, 2022	SELL	$60.91 - $76.4 $311,554 - $390,786	-5,115 Reduced 13.81%	31,927 $2 Million
Q1 2022 May 11, 2022	SELL	$70.66 - $80.89 $38,085 - $43,599	-539 Reduced 1.43%	37,042 $2.81 Million
Q4 2021 Mar 31, 2022	BUY	$76.01 - $83.39 $2.86 Million - $3.13 Million	37,581 New	37,581 $3.02 Million

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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