Org Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Org Partners LLC

  • $689 Million
  • Q4 2024

A detailed history of Org Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Org Partners LLC holds 5,155 shares of SCHM stock, worth $148,979. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,155
Previous 1,718 200.06%
Holding current value
$148,979
Previous $142,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 10, 2025
BUY
$27.54 - $83.04 $94,654 - $285,408
3,437 Added 200.06%
5,155 $142,000
Q2 2024

Jul 16, 2024
BUY
$75.69 - $81.19 $130,035 - $139,484
1,718 New
1,718 $133,000
Q4 2023

Jan 29, 2024
BUY
$63.01 - $75.95 $81,282 - $97,975
1,290 New
1,290 $97,000
Q2 2023

Jul 25, 2023
BUY
$65.29 - $71.03 $75,671 - $82,323
1,159 New
1,159 $82.6 Million

Others Institutions Holding SCHM

# of Institutions
967
Shares Held
147M
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
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