Souders Financial Advisors Schwab Strategic U.S. Mid Cap Transaction History

Souders Financial Advisors

$661 Million
Q4 2024

A detailed history of Souders Financial Advisors transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Souders Financial Advisors holds 136,195 shares of SCHM stock, worth $3.7 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

136,195

Previous 45,629 198.48%

Holding current value

$3.7 Million

Previous $3.79 Million 0.47%

% of portfolio

0.57%

Previous 0.55%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$27.54 - $83.04 $2.49 Million - $7.52 Million	90,566 Added 198.48%	136,195 $3.77 Million
Q3 2024 Nov 05, 2024	SELL	$75.47 - $83.18 $40,300 - $44,418	-534 Reduced 1.16%	45,629 $3.79 Million
Q2 2024 Aug 28, 2024	BUY	$75.69 - $81.19 $63,428 - $68,037	838 Added 1.85%	46,163 $3.59 Million
Q1 2024 May 08, 2024	BUY	$72.89 - $81.43 $17,347 - $19,380	238 Added 0.53%	45,325 $3.69 Million
Q4 2023 Jan 24, 2024	BUY	$63.01 - $75.95 $15,563 - $18,759	247 Added 0.55%	45,087 $3.4 Million
Q3 2023 Nov 06, 2023	BUY	$66.75 - $73.98 $71,622 - $79,380	1,073 Added 2.45%	44,840 $3.03 Million
Q2 2023 Aug 09, 2023	SELL	$65.29 - $71.03 $39,696 - $43,186	-608 Reduced 1.37%	43,767 $3.11 Million
Q1 2023 May 09, 2023	BUY	$64.24 - $73.9 $480,643 - $552,919	7,482 Added 20.28%	44,375 $3.01 Million
Q4 2022 Feb 13, 2023	BUY	$61.05 - $69.94 $123,321 - $141,278	2,020 Added 5.79%	36,893 $2.42 Million
Q3 2022 Nov 10, 2022	BUY	$60.5 - $72.51 $111,380 - $133,490	1,841 Added 5.57%	34,873 $2.11 Million
Q2 2022 Aug 05, 2022	BUY	$60.91 - $76.4 $177,004 - $222,018	2,906 Added 9.65%	33,032 $2.07 Million
Q1 2022 May 04, 2022	BUY	$70.66 - $80.89 $102,033 - $116,805	1,444 Added 5.03%	30,126 $2.29 Million
Q4 2021 Feb 04, 2022	BUY	$76.01 - $83.39 $142,594 - $156,439	1,876 Added 7.0%	28,682 $2.31 Million
Q3 2021 Nov 03, 2021	BUY	$74.65 - $80.95 $119,290 - $129,358	1,598 Added 6.34%	26,806 $2.06 Million
Q2 2021 Aug 09, 2021	BUY	$74.64 - $79.12 $69,042 - $73,186	925 Added 3.81%	25,208 $1.97 Million
Q1 2021 May 13, 2021	BUY	$67.07 - $76.85 $57,546 - $65,937	858 Added 3.66%	24,283 $1.81 Million
Q4 2020 Feb 09, 2021	BUY	$55.93 - $68.45 $15,045 - $18,413	269 Added 1.16%	23,425 $1.6 Million
Q3 2020 Nov 12, 2020	SELL	$51.99 - $58.83 $32,961 - $37,298	-634 Reduced 2.66%	23,156 $1.44 Million
Q2 2020 Aug 11, 2020	SELL	$39.01 - $57.03 $56,759 - $82,978	-1,455 Reduced 5.76%	23,790 $1.25 Million
Q1 2020 May 12, 2020	BUY	$35.83 - $62.24 $904,528 - $1.57 Million	25,245 New	25,245 $1.06 Million

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Souders Financial Advisors Schwab Strategic U.S. Mid Cap Transaction History