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

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 337 shares of SCHM stock, worth $9,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares

337

Previous 336 0.3%

Holding current value

$9,735

Previous $9,000 11.11%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$25.58 - $29.24 $25 - $29	1 Added 0.3%	337 $8,000
Q4 2024 Feb 05, 2025	BUY	$27.54 - $83.04 $6,168 - $18,600	224 Added 200.0%	336 $9,000
Q3 2024 Nov 06, 2024	BUY	$75.47 - $83.18 $75 - $83	1 Added 0.9%	112 $9,000
Q4 2023 Feb 06, 2024	BUY	$63.01 - $75.95 $63 - $75	1 Added 0.91%	111 $8,000
Q3 2023 Nov 14, 2023	SELL	$66.75 - $73.98 $7,342 - $8,137	-110 Reduced 50.0%	110 $7,000
Q2 2023 Aug 14, 2023	BUY	$65.29 - $71.03 $65 - $71	1 Added 0.46%	220 $15,000
Q1 2023 May 16, 2023	SELL	$64.24 - $73.9 $2,441 - $2,808	-38 Reduced 14.79%	219 $14,000
Q4 2022 Feb 24, 2023	BUY	$61.05 - $69.94 $61 - $69	1 Added 0.39%	257 $16,000
Q3 2022 Nov 03, 2022	BUY	$60.5 - $72.51 $60 - $72	1 Added 0.39%	256 $16,000
Q2 2022 Aug 22, 2022	SELL	$60.91 - $76.4 $974 - $1,222	-16 Reduced 5.9%	255 $16,000
Q1 2022 May 12, 2022	BUY	$70.66 - $80.89 $1,130 - $1,294	16 Added 6.27%	271 $21,000
Q3 2021 Nov 05, 2021	SELL	$74.65 - $80.95 $4,329 - $4,695	-58 Reduced 18.53%	255 $20,000
Q2 2021 Aug 02, 2021	SELL	$74.64 - $79.12 $9,404 - $9,969	-126 Reduced 28.7%	313 $24,000
Q4 2020 Feb 03, 2021	SELL	$55.93 - $68.45 $1,454 - $1,779	-26 Reduced 5.59%	439 $30,000
Q2 2020 Aug 06, 2020	BUY	$39.01 - $57.03 $18,139 - $26,518	465 New	465 $24,000

Others Institutions Holding SCHM

# of Institutions

1,023

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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