A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,522 shares of SCHM stock, worth $74,852. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,522
Holding current value
$74,852
% of portfolio
0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$75.47 - $83.18 $190,335 - $209,779
2,522 New
2,522 $210 Million
Q4 2023

Feb 14, 2024

SELL
$63.01 - $75.95 $856,683 - $1.03 Million
-13,596 Reduced 84.35%
2,522 $190 Million
Q3 2022

May 28, 2024

SELL
$60.5 - $72.51 $104,302 - $125,007
-1,724 Closed
0 $0
Q2 2022

May 28, 2024

SELL
$60.91 - $76.4 $982,051 - $1.23 Million
-16,123 Reduced 90.34%
1,724 $0
Q1 2022

May 28, 2024

BUY
$70.66 - $80.89 $1.08 Million - $1.24 Million
15,325 Added 607.65%
17,847 $0
Q4 2021

Feb 14, 2022

BUY
$76.01 - $83.39 $39,145 - $42,945
515 Added 3.3%
16,118 $1.3 Million
Q3 2021

Nov 12, 2021

SELL
$74.65 - $80.95 $23,141 - $25,094
-310 Reduced 1.95%
15,603 $0
Q2 2021

Aug 05, 2021

BUY
$74.64 - $79.12 $68,967 - $73,106
924 Added 6.16%
15,913 $1.25 Million
Q1 2021

May 20, 2021

BUY
$67.07 - $76.85 $23,876 - $27,358
356 Added 2.43%
14,989 $1.12 Million
Q4 2020

Mar 04, 2021

BUY
$55.93 - $68.45 $81,713 - $100,005
1,461 Added 11.09%
14,633 $998,000
Q2 2020

Aug 20, 2020

BUY
$39.01 - $57.03 $513,839 - $751,199
13,172 New
13,172 $693,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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