Staley Capital Advisers Inc Schwab Strategic U.S. Mid Cap Transaction History

Staley Capital Advisers Inc

  • $2.2 Billion
  • Q4 2024

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 67,423 shares of SCHM stock, worth $1.81 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
67,423
Previous 22,487 199.83%
Holding current value
$1.81 Million
Previous $1.87 Million -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $1.24 Million - $3.73 Million
44,936 Added 199.83%
67,423 $1.87 Million
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

# 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

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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