Savvy Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Savvy Advisors, Inc.

  • $173 Billion
  • Q1 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Savvy Advisors, Inc. holds 7,812 shares of SCHM stock, worth $602,227. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,812
Previous 10,149 23.03%
Holding current value
$602,227
Previous $764 Million 16.78%
% of portfolio
0.37%
Previous 0.74%

Shares

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

May 13, 2024
SELL
$72.89 - $81.43 $170,343 - $190,301
-2,337 Reduced 23.03%
7,812 $636 Million
Q4 2023

Feb 08, 2024
BUY
$63.01 - $75.95 $639,488 - $770,816
10,149 New
10,149 $764 Million

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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