Pensionmark Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Pensionmark Financial Group, LLC

  • $1.54 Billion
  • Q2 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,146 shares of SCHM stock, worth $208,663. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,146
Previous 7,603 6.01%
Holding current value
$208,663
Previous $619,000 10.18%
% of portfolio
0.04%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $34,590 - $37,103
-457 Reduced 6.01%
7,146 $556,000
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $554,182 - $619,112
7,603 New
7,603 $619,000
Q2 2022

Aug 09, 2022
SELL
$60.91 - $76.4 $181,633 - $227,824
-2,982 Closed
0 $0
Q1 2022

May 12, 2022
SELL
$70.66 - $80.89 $796,620 - $911,953
-11,274 Reduced 79.08%
2,982 $226,000
Q4 2021

Feb 11, 2022
BUY
$76.01 - $83.39 $1.08 Million - $1.19 Million
14,256 New
14,256 $1.09 Million

Others Institutions Holding SCHM

# of Institutions
932
Shares Held
95.7M
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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