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

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 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 $61,615. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,214
Previous 2,214 -0.0%
Holding current value
$61,615
Previous $172,000 6.4%
% 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
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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 Montag A & Associates Inc Portfolio

Follow Montag A & Associates 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email