Scarborough Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Scarborough Advisors, LLC

  • $606 Million
  • Q3 2024

A detailed history of Scarborough Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Scarborough Advisors, LLC holds 78,514 shares of SCHM stock, worth $2.33 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
78,514
Holding current value
$2.33 Million
% of portfolio
1.08%

Shares

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

Oct 31, 2024
BUY
$75.47 - $83.18 $5.93 Million - $6.53 Million
78,514 New
78,514 $6.52 Million
Q4 2023

Feb 29, 2024
BUY
$63.01 - $75.95 $4.81 Million - $5.8 Million
76,399 New
76,399 $5.75 Million
Q3 2023

Nov 30, 2023
BUY
$66.75 - $73.98 $4.89 Million - $5.42 Million
73,328 Added 4082.85%
75,124 $5.08 Million
Q3 2023

Nov 07, 2023
SELL
$66.75 - $73.98 $4.87 Million - $5.4 Million
-72,979 Reduced 97.6%
1,796 $121,000
Q2 2023

Sep 07, 2023
BUY
$65.29 - $71.03 $43,874 - $47,732
672 Added 0.91%
74,775 $5.31 Million
Q1 2023

Sep 07, 2023
SELL
$64.24 - $73.9 $81,841 - $94,148
-1,274 Reduced 1.69%
74,103 $5.03 Million
Q4 2022

Feb 10, 2023
SELL
$61.05 - $69.94 $1.23 Million - $1.4 Million
-20,081 Reduced 21.04%
75,377 $4.95 Million
Q3 2022

Nov 09, 2022
SELL
$60.5 - $72.51 $157,844 - $189,178
-2,609 Reduced 2.66%
95,458 $5.78 Million
Q2 2022

Aug 09, 2022
SELL
$60.91 - $76.4 $974,255 - $1.22 Million
-15,995 Reduced 14.02%
98,067 $6.15 Million
Q1 2022

Aug 09, 2022
SELL
$70.66 - $80.89 $257,273 - $294,520
-3,641 Reduced 3.09%
114,062 $8.65 Million
Q4 2021

Aug 09, 2022
BUY
$76.01 - $83.39 $8.95 Million - $9.82 Million
117,703 New
117,703 $9.47 Million

Others Institutions Holding SCHM

# of Institutions
948
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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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