Oakworth Capital, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Oakworth Capital, Inc.

  • $1.54 Billion
  • Q2 2025

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 2,406 shares of SCHM stock, worth $68,210. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,406
Previous 2,322 3.62%
Holding current value
$68,210
Previous $60,000 11.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$22.92 - $28.05 $1,925 - $2,356
84 Added 3.62%
2,406 $67,000
Q4 2024

Jan 27, 2025
BUY
$27.54 - $83.04 $42,631 - $128,545
1,548 Added 200.0%
2,322 $64,000
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

# of Institutions
1,026
Shares Held
285M
Call Options Held
45.7K
Put Options Held
5.3K
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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