North Star Investment Management Corp. Schwab Strategic U.S. Mid Cap Transaction History

North Star Investment Management Corp.

  • $1.35 Billion
  • Q2 2024

A detailed history of North Star Investment Management Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, North Star Investment Management Corp. holds 521 shares of SCHM stock, worth $42,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares
521
Previous 521 -0.0%
Holding current value
$42,841
Previous $42,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $145 - $162
2 Added 0.39%
521 $42,000
Q4 2023

Jan 10, 2024
BUY
$63.01 - $75.95 $32,702 - $39,418
519 New
519 $39,000
Q2 2020

Jul 16, 2020
SELL
$39.01 - $57.03 $9,362 - $13,687
-240 Closed
0 $0
Q4 2019

Jan 29, 2020
SELL
$54.56 - $60.24 $1,909 - $2,108
-35 Reduced 12.73%
240 $14,000
Q3 2019

Oct 03, 2019
BUY
$56.23 - $57.59 $15,463 - $15,837
275 New
275 $16,000
Q2 2019

Jul 15, 2019
SELL
N/A
-275 Closed
0 $0
Q4 2017

Jan 11, 2018
SELL
N/A
-70 Reduced 20.29%
275 $15,000
Q3 2017

Oct 06, 2017
BUY
N/A
345
345 $17,000

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
  • Sector ETFs
  • Industry ETFs
More about SCHM
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