Shaker Investments LLC Schwab Strategic U.S. Mid Cap Transaction History

Shaker Investments LLC

  • $239 Million
  • Q3 2024

A detailed history of Shaker Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Shaker Investments LLC holds 2,569 shares of SCHM stock, worth $76,247. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,569
Holding current value
$76,247
% of portfolio
0.09%

Shares

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

Oct 10, 2024
BUY
$75.47 - $83.18 $193,882 - $213,689
2,569 New
2,569 $213,000
Q1 2024

Apr 25, 2024
SELL
$72.89 - $81.43 $8,746 - $9,771
-120 Reduced 4.47%
2,563 $208,000
Q4 2023

Jan 29, 2024
BUY
$63.01 - $75.95 $169,055 - $203,773
2,683 New
2,683 $202,000
Q2 2022

Jul 27, 2022
SELL
$60.91 - $76.4 $161,350 - $202,383
-2,649 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$70.66 - $80.89 $211 - $242
3 Added 0.11%
2,649 $201,000
Q4 2021

Feb 08, 2022
BUY
$76.01 - $83.39 $228 - $250
3 Added 0.11%
2,646 $213,000
Q3 2021

Nov 08, 2021
SELL
$74.65 - $80.95 $15,975 - $17,323
-214 Reduced 7.49%
2,643 $203,000
Q2 2021

Aug 02, 2021
BUY
$74.64 - $79.12 $6,941 - $7,358
93 Added 3.36%
2,857 $224,000
Q1 2021

May 05, 2021
SELL
$67.07 - $76.85 $12,340 - $14,140
-184 Reduced 6.24%
2,764 $206,000
Q4 2020

Feb 10, 2021
BUY
$55.93 - $68.45 $164,881 - $201,790
2,948 New
2,948 $201,000

Others Institutions Holding SCHM

# of Institutions
947
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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