A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 6,723 shares of SCHM stock, worth $199,538. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,723
Previous 8,726 22.95%
Holding current value
$199,538
Previous $679,000 17.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$75.47 - $83.18 $151,166 - $166,609
-2,003 Reduced 22.95%
6,723 $558,000
Q2 2024

Aug 08, 2024

BUY
$75.69 - $81.19 $75 - $81
1 Added 0.01%
8,726 $679,000
Q1 2024

May 15, 2024

BUY
$72.89 - $81.43 $33,456 - $37,376
459 Added 5.55%
8,725 $710,000
Q4 2023

Feb 12, 2024

SELL
$63.01 - $75.95 $2,079 - $2,506
-33 Reduced 0.4%
8,266 $622,000
Q3 2023

Nov 13, 2023

BUY
$66.75 - $73.98 $200 - $221
3 Added 0.04%
8,299 $561,000
Q2 2023

Aug 14, 2023

SELL
$65.29 - $71.03 $48,249 - $52,491
-739 Reduced 8.18%
8,296 $589,000
Q1 2023

May 15, 2023

BUY
$64.24 - $73.9 $42,077 - $48,404
655 Added 7.82%
9,035 $613,000
Q4 2022

Feb 15, 2023

BUY
$61.05 - $69.94 $49,267 - $56,441
807 Added 10.66%
8,380 $549,000
Q3 2022

Nov 10, 2022

BUY
$60.5 - $72.51 $5,929 - $7,105
98 Added 1.31%
7,573 $458,000
Q2 2022

Aug 04, 2022

SELL
$60.91 - $76.4 $12,121 - $15,203
-199 Reduced 2.59%
7,475 $469,000
Q1 2022

May 02, 2022

BUY
$70.66 - $80.89 $7,348 - $8,412
104 Added 1.37%
7,674 $582,000
Q4 2021

Feb 08, 2022

SELL
$76.01 - $83.39 $1,520 - $1,667
-20 Reduced 0.26%
7,570 $609,000
Q3 2021

Nov 12, 2021

SELL
$74.65 - $80.95 $3,284 - $3,561
-44 Reduced 0.58%
7,590 $582,000
Q2 2021

Aug 13, 2021

SELL
$74.64 - $79.12 $81,357 - $86,240
-1,090 Reduced 12.49%
7,634 $598,000
Q1 2021

May 14, 2021

BUY
$67.07 - $76.85 $69,618 - $79,770
1,038 Added 13.51%
8,724 $0
Q4 2020

Feb 11, 2021

BUY
$55.93 - $68.45 $169,691 - $207,677
3,034 Added 65.22%
7,686 $524,000
Q3 2020

Oct 30, 2020

SELL
$51.99 - $58.83 $2,703 - $3,059
-52 Reduced 1.11%
4,652 $258,000
Q2 2020

Aug 06, 2020

SELL
$39.01 - $57.03 $3,901 - $5,703
-100 Reduced 2.08%
4,704 $248,000
Q1 2020

Apr 29, 2020

SELL
$35.83 - $62.24 $1.13 Million - $1.96 Million
-31,447 Reduced 86.75%
4,804 $202,000
Q4 2019

Jan 17, 2020

BUY
$54.56 - $60.24 $142,565 - $157,407
2,613 Added 7.77%
36,251 $2.18 Million
Q3 2019

Oct 30, 2019

BUY
$56.23 - $57.59 $79,734 - $81,662
1,418 Added 4.4%
33,638 $1.9 Million
Q2 2019

Jul 25, 2019

BUY
N/A
521 Added 1.64%
32,220 $1.84 Million
Q1 2019

Apr 30, 2019

SELL
N/A
-2,028 Reduced 6.01%
31,699 $1.76 Million
Q4 2018

Jan 15, 2019

BUY
N/A
10,729 Added 46.65%
33,727 $1.62 Million
Q3 2018

Oct 23, 2018

SELL
N/A
-3,819 Reduced 14.24%
22,998 $1.33 Million
Q2 2018

Jul 20, 2018

SELL
N/A
-1,643 Reduced 5.77%
26,817 $1.47 Million
Q1 2018

Apr 20, 2018

SELL
N/A
-50,801 Reduced 64.09%
28,460 $1.51 Million
Q4 2017

Jan 19, 2018

BUY
N/A
548 Added 0.7%
79,261 $4.22 Million
Q3 2017

Nov 22, 2017

BUY
N/A
1,208 Added 1.56%
78,713 $3.94 Million
Q2 2017

Nov 22, 2017

BUY
N/A
6,967 Added 9.88%
77,505 $3.73 Million
Q1 2017

Nov 22, 2017

BUY
N/A
12,927 Added 22.44%
70,538 $3.34 Million
Q4 2016

Nov 22, 2017

BUY
N/A
57,611
57,611 $2.6 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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