A detailed history of Staley Capital Advisers Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Staley Capital Advisers Inc holds 22,487 shares of SCHM stock, worth $625,813. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,487
Previous 22,735 1.09%
Holding current value
$625,813
Previous $1.77 Million 5.6%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 08, 2024

SELL
$75.47 - $83.18 $18,716 - $20,628
-248 Reduced 1.09%
22,487 $1.87 Million
Q1 2024

May 06, 2024

SELL
$72.89 - $81.43 $24,345 - $27,197
-334 Reduced 1.45%
22,735 $1.85 Million
Q4 2023

Feb 12, 2024

SELL
$63.01 - $75.95 $5,292 - $6,379
-84 Reduced 0.36%
23,069 $1.74 Million
Q3 2023

Nov 14, 2023

SELL
$66.75 - $73.98 $4,939 - $5,474
-74 Reduced 0.32%
23,153 $1.57 Million
Q2 2023

Aug 15, 2023

SELL
$65.29 - $71.03 $6,463 - $7,031
-99 Reduced 0.42%
23,227 $1.65 Million
Q1 2023

May 10, 2023

BUY
$64.24 - $73.9 $1.29 Million - $1.49 Million
20,145 Added 633.29%
23,326 $1.58 Million
Q4 2022

Feb 14, 2023

BUY
$61.05 - $69.94 $194,200 - $222,479
3,181 New
3,181 $209,000
Q2 2022

Aug 05, 2022

SELL
$60.91 - $76.4 $193,450 - $242,646
-3,176 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$70.66 - $80.89 $70 - $80
1 Added 0.03%
3,176 $241,000
Q4 2020

Feb 08, 2021

BUY
$55.93 - $68.45 $177,577 - $217,328
3,175 New
3,175 $216,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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