Smart Portfolios, LLC Schwab Strategic U.S. Mid Cap Transaction History

Smart Portfolios, LLC

  • $90.8 Million
  • Q2 2024

A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Smart Portfolios, LLC holds 6,080 shares of SCHM stock, worth $505,004. This represents 0.52% of its overall portfolio holdings.

Number of Shares
6,080
Previous 4,740 28.27%
Holding current value
$505,004
Previous $385,000 22.86%
% of portfolio
0.52%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$75.69 - $81.19 $101,424 - $108,794
1,340 Added 28.27%
6,080 $473,000
Q1 2024

May 01, 2024
BUY
$72.89 - $81.43 $121,726 - $135,988
1,670 Added 54.4%
4,740 $385,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $193,440 - $233,166
3,070 New
3,070 $231,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
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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