A detailed history of Oakworth Capital, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Oakworth Capital, Inc. holds 774 shares of SCHM stock, worth $21,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
774
Previous 794 2.52%
Holding current value
$21,540
Previous $61,000 4.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2024

SELL
$75.47 - $83.18 $1,509 - $1,663
-20 Reduced 2.52%
774 $64,000
Q2 2024

Jul 19, 2024

SELL
$75.69 - $81.19 $31,562 - $33,856
-417 Reduced 34.43%
794 $61,000
Q2 2020

Aug 11, 2020

BUY
$39.01 - $57.03 $47,241 - $69,063
1,211 New
1,211 $64,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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