Raymond James Financial Services Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Raymond James Financial Services Advisors, Inc.

  • $66.3 Billion
  • Q1 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 635,152 shares of SCHM stock, worth $49 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
635,152
Previous 635,622 0.07%
Holding current value
$49 Million
Previous $47.9 Million 8.03%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 22, 2024
SELL
$72.89 - $81.43 $34,258 - $38,272
-470 Reduced 0.07%
635,152 $51.7 Million
Q4 2023

Jan 16, 2024
SELL
$63.01 - $75.95 $22.2 Million - $26.8 Million
-352,587 Reduced 35.68%
635,622 $47.9 Million
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $740,591 - $820,808
11,095 Added 1.14%
988,209 $66.9 Million
Q2 2023

Jul 25, 2023
BUY
$65.29 - $71.03 $337,549 - $367,225
5,170 Added 0.53%
977,114 $69.4 Million
Q1 2023

Apr 14, 2023
BUY
$64.24 - $73.9 $567,945 - $653,349
8,841 Added 0.92%
971,944 $65.9 Million
Q4 2022

Feb 08, 2023
BUY
$64.3 - $69.94 $4.65 Million - $5.06 Million
72,359 Added 8.12%
963,103 $63.2 Million
Q3 2022

Oct 25, 2022
BUY
N/A
61,687 Added 7.44%
890,744 $53.9 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-457,693 Reduced 35.57%
829,057 $52 Million
Q1 2022

May 11, 2022
BUY
N/A
5,403 Added 0.42%
1,286,750 $97.6 Million
Q4 2021

Feb 08, 2022
BUY
N/A
81,927 Added 6.83%
1,281,347 $103 Million
Q3 2021

Nov 02, 2021
BUY
N/A
15,430 Added 1.3%
1,199,420 $91.9 Million
Q2 2021

Aug 11, 2021
BUY
N/A
13,431 Added 1.15%
1,183,990 $92.7 Million
Q1 2021

May 14, 2021
BUY
N/A
105,135 Added 9.87%
1,170,559 $87.1 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-120,494 Reduced 10.16%
1,065,424 $72.6 Million
Q3 2020

Nov 04, 2020
BUY
N/A
373,350 Added 45.95%
1,185,918 $65.8 Million
Q2 2020

Jul 17, 2020
SELL
N/A
-203,222 Reduced 20.01%
812,568 $42.8 Million
Q1 2020

Apr 21, 2020
BUY
N/A
219,580 Added 27.58%
1,015,790 $42.8 Million
Q4 2019

Feb 12, 2020
BUY
N/A
113,672 Added 16.65%
796,210 $47.9 Million
Q3 2019

Nov 07, 2019
BUY
N/A
156,725 Added 29.81%
682,538 $38.6 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-27,961 Reduced 5.05%
525,813 $30 Million
Q1 2019

May 06, 2019
SELL
N/A
-118,768 Reduced 17.66%
553,774 $30.7 Million
Q4 2018

Feb 11, 2019
BUY
N/A
184,167 Added 37.71%
672,542 $32.2 Million
Q3 2018

Nov 14, 2018
BUY
N/A
18,365 Added 3.91%
488,375 $28.2 Million
Q2 2018

Jul 30, 2018
BUY
N/A
9,041 Added 1.96%
470,010 $25.8 Million
Q1 2018

Apr 16, 2018
BUY
N/A
8,164 Added 1.8%
460,969 $24.4 Million
Q4 2017

Feb 09, 2018
BUY
N/A
25,564 Added 5.98%
452,805 $24.1 Million
Q3 2017

Oct 26, 2017
SELL
N/A
-87,087 Reduced 16.93%
427,241 $21.4 Million
Q2 2017

Aug 15, 2017
BUY
N/A
514,328
514,328 $24.8 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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