Montag A & Associates Inc Schwab Strategic U.S. Mid Cap Transaction History

Montag A & Associates Inc

  • $1.97 Billion
  • Q2 2024

A detailed history of Montag A & Associates Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Montag A & Associates Inc holds 2,214 shares of SCHM stock, worth $182,057. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,214
Previous 2,214 -0.0%
Holding current value
$182,057
Previous $180,000 4.44%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023
BUY
$61.05 - $69.94 $135,164 - $154,847
2,214 New
2,214 $145,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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More about SCHM
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