A detailed history of Moneywise, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Moneywise, Inc. holds 84,495 shares of SCHM stock, worth $2.47 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
84,495
Previous 134,394 37.13%
Holding current value
$2.47 Million
Previous $10.5 Million 32.88%
% of portfolio
3.64%
Previous 5.78%

Shares

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

Oct 21, 2024

SELL
$75.47 - $83.18 $3.77 Million - $4.15 Million
-49,899 Reduced 37.13%
84,495 $7.02 Million
Q2 2024

Jul 17, 2024

SELL
$75.69 - $81.19 $2.06 Million - $2.21 Million
-27,183 Reduced 16.82%
134,394 $10.5 Million
Q1 2024

Apr 22, 2024

SELL
$72.89 - $81.43 $3.18 Million - $3.55 Million
-43,608 Reduced 21.25%
161,577 $13.2 Million
Q4 2023

Jan 29, 2024

SELL
$63.01 - $75.95 $2.06 Million - $2.48 Million
-32,704 Reduced 13.75%
205,185 $15.5 Million
Q3 2023

Oct 23, 2023

SELL
$66.75 - $73.98 $1.54 Million - $1.71 Million
-23,072 Reduced 8.84%
237,889 $16.1 Million
Q2 2023

Jul 24, 2023

SELL
$65.29 - $71.03 $1.58 Million - $1.71 Million
-24,139 Reduced 8.47%
260,961 $18.5 Million
Q1 2023

Apr 21, 2023

BUY
$64.24 - $73.9 $900,452 - $1.04 Million
14,017 Added 5.17%
285,100 $19.3 Million
Q4 2022

Jan 30, 2023

SELL
$61.05 - $69.94 $1.71 Million - $1.96 Million
-27,979 Reduced 9.36%
271,083 $17.8 Million
Q3 2022

Nov 03, 2022

BUY
$60.5 - $72.51 $1.71 Million - $2.05 Million
28,297 Added 10.45%
299,062 $18.1 Million
Q2 2022

Aug 02, 2022

BUY
$60.91 - $76.4 $606,785 - $761,096
9,962 Added 3.82%
270,765 $17 Million
Q1 2022

Apr 20, 2022

BUY
$70.66 - $80.89 $1.04 Million - $1.19 Million
14,772 Added 6.0%
260,803 $19.8 Million
Q4 2021

Jan 12, 2022

SELL
$76.01 - $83.39 $1.64 Million - $1.8 Million
-21,626 Reduced 8.08%
246,031 $19.8 Million
Q3 2021

Oct 12, 2021

BUY
$74.65 - $80.95 $2.42 Million - $2.62 Million
32,426 Added 13.78%
267,657 $20.5 Million
Q2 2021

Jul 22, 2021

SELL
$74.64 - $79.12 $1.38 Million - $1.47 Million
-18,522 Reduced 7.3%
235,231 $18.4 Million
Q1 2021

Apr 14, 2021

SELL
$67.07 - $76.85 $158,083 - $181,135
-2,357 Reduced 0.92%
253,753 $18.9 Million
Q4 2020

Jan 15, 2021

BUY
$55.93 - $68.45 $50,001 - $61,194
894 Added 0.35%
256,110 $17.5 Million
Q3 2020

Oct 13, 2020

BUY
$51.99 - $58.83 $420,703 - $476,052
8,092 Added 3.27%
255,216 $14.2 Million
Q2 2020

Jul 10, 2020

BUY
$39.01 - $57.03 $560,612 - $819,578
14,371 Added 6.17%
247,124 $13 Million
Q1 2020

Apr 13, 2020

BUY
$35.83 - $62.24 $262,060 - $455,223
7,314 Added 3.24%
232,753 $9.81 Million
Q4 2019

Jan 07, 2020

SELL
$54.56 - $60.24 $34,318 - $37,890
-629 Reduced 0.28%
225,439 $12.7 Million
Q3 2019

Oct 23, 2019

BUY
$56.23 - $57.59 $19,174 - $19,638
341 Added 0.15%
226,068 $12.8 Million
Q2 2019

Jul 17, 2019

BUY
N/A
18,842 Added 9.11%
225,727 $12.9 Million
Q1 2019

Apr 30, 2019

SELL
N/A
-6,393 Reduced 3.0%
206,885 $10.9 Million
Q4 2018

Jan 29, 2019

BUY
N/A
11,090 Added 5.48%
213,278 $10.2 Million
Q3 2018

Oct 15, 2018

SELL
N/A
-1,833 Reduced 0.9%
202,188 $11.7 Million
Q2 2018

Jul 19, 2018

SELL
N/A
-8,198 Reduced 3.86%
204,021 $11.2 Million
Q1 2018

Apr 17, 2018

SELL
N/A
-85,023 Reduced 28.6%
212,219 $11.2 Million
Q4 2017

Jan 08, 2018

SELL
N/A
-20,485 Reduced 6.45%
297,242 $15.8 Million
Q3 2017

Oct 10, 2017

BUY
N/A
317,727
317,727 $15.9 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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