Rothschild Investment LLC Schwab Strategic U.S. Mid Cap Transaction History

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025

A detailed history of Rothschild Investment LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rothschild Investment LLC holds 777 shares of SCHM stock, worth $19,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares
777
Previous 775 0.26%
Holding current value
$19,860
Previous $21.5 Million 5.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 08, 2025
BUY
$25.58 - $29.24 $51 - $58
2 Added 0.26%
777 $20.4 Million
Q4 2024

Feb 04, 2025
BUY
$27.54 - $83.04 $14,238 - $42,931
517 Added 200.39%
775 $21.5 Million
Q3 2024

Oct 18, 2024
BUY
$75.47 - $83.18 $150 - $166
2 Added 0.78%
258 $21.4 Million
Q2 2024

Jul 30, 2024
BUY
$75.69 - $81.19 $19,376 - $20,784
256 New
256 $19.9 Million

Others Institutions Holding SCHM

# of Institutions
1,000
Shares Held
273M
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
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