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 112 shares of SCHM stock, worth $3,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares
112
Previous 111 0.9%
Holding current value
$3,324
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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