Safeguard Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Safeguard Financial, LLC

  • $422 Million
  • Q3 2024

A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Safeguard Financial, LLC holds 41,572 shares of SCHM stock, worth $1.21 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
41,572
Previous 43,938 5.38%
Holding current value
$1.21 Million
Previous $3.42 Million 1.02%
% of portfolio
0.82%
Previous 0.96%

Shares

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

Oct 15, 2024
SELL
$75.47 - $83.18 $178,562 - $196,803
-2,366 Reduced 5.38%
41,572 $3.45 Million
Q2 2024

Aug 07, 2024
SELL
$75.69 - $81.19 $149,866 - $160,756
-1,980 Reduced 4.31%
43,938 $3.42 Million
Q1 2024

Apr 09, 2024
SELL
$72.89 - $81.43 $339,886 - $379,708
-4,663 Reduced 9.22%
45,918 $3.74 Million
Q4 2023

Jan 30, 2024
SELL
$63.01 - $75.95 $15,185 - $18,303
-241 Reduced 0.47%
50,581 $3.81 Million
Q3 2023

Oct 30, 2023
BUY
$66.75 - $73.98 $84,705 - $93,880
1,269 Added 2.56%
50,822 $3.44 Million
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $163,159 - $177,503
2,499 Added 5.31%
49,553 $3.52 Million
Q1 2023

Apr 26, 2023
SELL
$64.24 - $73.9 $111,777 - $128,586
-1,740 Reduced 3.57%
47,054 $3.19 Million
Q4 2022

Jan 10, 2023
BUY
$61.05 - $69.94 $311,049 - $356,344
5,095 Added 11.66%
48,794 $3.2 Million
Q3 2022

Nov 07, 2022
SELL
$60.5 - $72.51 $8,530 - $10,223
-141 Reduced 0.32%
43,699 $2.65 Million
Q2 2022

Aug 03, 2022
BUY
$60.91 - $76.4 $181,085 - $227,137
2,973 Added 7.27%
43,840 $2.75 Million
Q1 2022

Apr 19, 2022
BUY
$70.66 - $80.89 $2.89 Million - $3.31 Million
40,867 New
40,867 $3.1 Million

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
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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