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

Staley Capital Advisers Inc

  • $2.15 Billion
  • Q1 2025

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 67,426 shares of SCHM stock, worth $1.82 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
67,426
Previous 67,423 -0.0%
Holding current value
$1.82 Million
Previous $1.87 Million 5.46%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$25.58 - $29.24 $76 - $87
3 Added 0.0%
67,426 $1.77 Million
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
1,003
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Staley Capital Advisers Inc Portfolio

Follow Staley Capital Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Staley Capital Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Staley Capital Advisers Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email