Ruggaard & Associates LLC Schwab Strategic U.S. Mid Cap Transaction History

Ruggaard & Associates LLC

  • $210 Billion
  • Q1 2024

A detailed history of Ruggaard & Associates LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ruggaard & Associates LLC holds 7,534 shares of SCHM stock, worth $607,617. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,534
Previous 7,717 2.37%
Holding current value
$607,617
Previous $581 Million 5.55%
% of portfolio
0.29%
Previous 0.31%

Shares

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

May 14, 2024
SELL
$72.89 - $81.43 $13,338 - $14,901
-183 Reduced 2.37%
7,534 $613 Million
Q4 2023

Feb 15, 2024
SELL
$63.01 - $75.95 $6,931 - $8,354
-110 Reduced 1.41%
7,717 $581 Million
Q3 2023

Nov 09, 2023
SELL
$66.75 - $73.98 $23,162 - $25,671
-347 Reduced 4.25%
7,827 $530 Million
Q2 2023

Aug 10, 2023
SELL
$65.29 - $71.03 $18,934 - $20,598
-290 Reduced 3.43%
8,174 $581 Million
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $543,727 - $625,489
8,464 New
8,464 $574 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
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