Relyea Zuckerberg Hanson LLC Schwab Strategic U.S. Mid Cap Transaction History

Relyea Zuckerberg Hanson LLC

  • $738 Million
  • Q1 2025

A detailed history of Relyea Zuckerberg Hanson LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Relyea Zuckerberg Hanson LLC holds 24,433 shares of SCHM stock, worth $599,341. This represents 0.09% of its overall portfolio holdings.

Number of Shares
24,433
Previous 24,361 0.3%
Holding current value
$599,341
Previous $675,000 5.33%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$25.58 - $29.24 $1,841 - $2,105
72 Added 0.3%
24,433 $639,000
Q4 2024

Jan 15, 2025
BUY
$27.54 - $83.04 $448,185 - $1.35 Million
16,274 Added 201.24%
24,361 $675,000
Q3 2024

Oct 17, 2024
BUY
$75.47 - $83.18 $4,301 - $4,741
57 Added 0.71%
8,087 $671,000
Q1 2024

Oct 31, 2024
SELL
$72.89 - $81.43 $172,676 - $192,907
-2,369 Reduced 22.78%
8,030 $653,000
Q1 2024

Apr 22, 2024
SELL
$72.89 - $81.43 $172,676 - $192,907
-2,369 Reduced 22.78%
8,030 $653,000
Q4 2023

Oct 31, 2024
BUY
$63.01 - $75.95 $3,150 - $3,797
50 Added 0.48%
10,399 $783,000
Q4 2023

Jan 18, 2024
BUY
$63.01 - $75.95 $3,150 - $3,797
50 Added 0.48%
10,399 $783,000
Q3 2023

Oct 31, 2024
BUY
$66.75 - $73.98 $150,988 - $167,342
2,262 Added 27.97%
10,349 $700,000
Q3 2023

Oct 16, 2023
BUY
$66.75 - $73.98 $2,603 - $2,885
39 Added 0.38%
10,349 $700,000
Q2 2023

Jul 17, 2023
BUY
$65.29 - $71.03 $2,938 - $3,196
45 Added 0.44%
10,310 $732,000
Q1 2023

Apr 18, 2023
BUY
$64.24 - $73.9 $2,376 - $2,734
37 Added 0.36%
10,265 $696,000
Q4 2022

Jan 18, 2023
BUY
$61.05 - $69.94 $624,419 - $715,346
10,228 New
10,228 $0

Others Institutions Holding SCHM

# of Institutions
1,002
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Relyea Zuckerberg Hanson LLC Portfolio

Follow Relyea Zuckerberg Hanson LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Relyea Zuckerberg Hanson LLC, based on Form 13F filings with the SEC.

News

Stay updated on Relyea Zuckerberg Hanson LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email