A detailed history of Main Street Financial Solutions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 85,616 shares of SCHM stock, worth $2.49 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
85,616
Previous 84,115 1.78%
Holding current value
$2.49 Million
Previous $6.55 Million 8.66%
% of portfolio
0.64%
Previous 0.6%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$75.47 - $83.18 $113,280 - $124,853
1,501 Added 1.78%
85,616 $7.11 Million
Q2 2024

Aug 07, 2024

BUY
$75.69 - $81.19 $299,505 - $321,268
3,957 Added 4.94%
84,115 $6.55 Million
Q1 2024

Apr 22, 2024

BUY
$72.89 - $81.43 $280,334 - $313,179
3,846 Added 5.04%
80,158 $6.53 Million
Q4 2023

Feb 08, 2024

BUY
$63.01 - $75.95 $173,025 - $208,558
2,746 Added 3.73%
76,312 $5.75 Million
Q3 2023

Nov 02, 2023

BUY
$66.75 - $73.98 $284,488 - $315,302
4,262 Added 6.15%
73,566 $4.98 Million
Q2 2023

Aug 04, 2023

BUY
$65.29 - $71.03 $257,307 - $279,929
3,941 Added 6.03%
69,304 $4.92 Million
Q1 2023

Apr 20, 2023

BUY
$64.24 - $73.9 $41,691 - $47,961
649 Added 1.0%
65,363 $4.43 Million
Q4 2022

Feb 07, 2023

BUY
$61.05 - $69.94 $3.95 Million - $4.53 Million
64,714 New
64,714 $4.25 Million
Q3 2022

Oct 24, 2022

BUY
$60.5 - $72.51 $444,554 - $532,803
7,348 Added 13.04%
63,719 $3.86 Million
Q2 2022

Jul 27, 2022

SELL
$60.91 - $76.4 $16,689 - $20,933
-274 Reduced 0.48%
56,371 $3.54 Million
Q1 2022

Apr 22, 2022

BUY
$70.66 - $80.89 $214,170 - $245,177
3,031 Added 5.65%
56,645 $4.3 Million
Q4 2021

Feb 08, 2022

BUY
$76.01 - $83.39 $51,534 - $56,538
678 Added 1.28%
53,614 $4.31 Million
Q3 2021

Nov 15, 2021

BUY
$74.65 - $80.95 $319,128 - $346,061
4,275 Added 8.79%
52,936 $4.06 Million
Q2 2021

Aug 10, 2021

BUY
$74.64 - $79.12 $207,872 - $220,349
2,785 Added 6.07%
48,661 $3.81 Million
Q1 2021

May 17, 2021

BUY
$67.07 - $76.85 $147,151 - $168,608
2,194 Added 5.02%
45,876 $3.42 Million
Q4 2020

Mar 01, 2021

BUY
$55.93 - $68.45 $2.44 Million - $2.99 Million
43,682 New
43,682 $2.98 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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