A detailed history of Motco transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Motco holds 2,032 shares of SCHM stock, worth $58,420. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,032
Previous 800 154.0%
Holding current value
$58,420
Previous $66,000 15.15%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

BUY
$27.54 - $83.04 $33,929 - $102,305
1,232 Added 154.0%
2,032 $56,000
Q1 2023

May 09, 2023

SELL
$64.24 - $73.9 $9,957 - $11,454
-155 Reduced 16.23%
800 $54,000
Q2 2021

Aug 04, 2021

BUY
$74.64 - $79.12 $71,281 - $75,559
955 New
955 $75,000
Q1 2018

May 08, 2018

SELL
N/A
-441 Closed
0 $0
Q4 2017

Feb 06, 2018

BUY
N/A
441
441 $23,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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