Stordahl Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Stordahl Capital Management, Inc.

$422 Million
Q4 2024

A detailed history of Stordahl Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stordahl Capital Management, Inc. holds 19,639 shares of SCHM stock, worth $564,621. This represents 0.13% of its overall portfolio holdings.

Number of Shares

19,639

Previous 6,603 197.43%

Holding current value

$564,621

Previous $548,000 0.73%

% of portfolio

0.13%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$27.54 - $83.04 $359,011 - $1.08 Million	13,036 Added 197.43%	19,639 $544,000
Q4 2023 Jan 17, 2024	SELL	$63.01 - $75.95 $11,152 - $13,443	-177 Reduced 2.61%	6,603 $497,000
Q3 2023 Oct 13, 2023	SELL	$66.75 - $73.98 $867 - $961	-13 Reduced 0.19%	6,780 $458,000
Q2 2023 Jul 21, 2023	SELL	$65.29 - $71.03 $3,917 - $4,261	-60 Reduced 0.88%	6,793 $482,000
Q4 2022 Feb 10, 2023	SELL	$61.05 - $69.94 $12,576 - $14,407	-206 Reduced 2.92%	6,853 $449,000
Q1 2022 May 06, 2022	SELL	$70.66 - $80.89 $2,119 - $2,426	-30 Reduced 0.42%	7,059 $535,000
Q4 2021 Feb 10, 2022	SELL	$76.01 - $83.39 $1,216 - $1,334	-16 Reduced 0.23%	7,089 $570,000
Q1 2021 Apr 30, 2021	SELL	$67.07 - $76.85 $94,233 - $107,974	-1,405 Reduced 16.51%	7,105 $529,000
Q2 2020 Aug 07, 2020	SELL	$39.01 - $57.03 $22,274 - $32,564	-571 Reduced 6.29%	8,510 $448,000
Q1 2020 May 04, 2020	SELL	$35.83 - $62.24 $133,789 - $232,404	-3,734 Reduced 29.14%	9,081 $354,000
Q4 2019 Jan 16, 2020	BUY	$54.56 - $60.24 $1,309 - $1,445	24 Added 0.19%	12,815 $771,000
Q3 2019 Nov 08, 2019	SELL	$56.23 - $57.59 $59,041 - $60,469	-1,050 Reduced 7.59%	12,791 $723,000
Q2 2019 Jul 22, 2019	BUY	N/A	105 Added 0.76%	13,841 $801,000
Q1 2019 May 13, 2019	BUY	N/A	4,476 Added 48.34%	13,736 $785,000
Q4 2018 Feb 08, 2019	BUY	N/A	9,260 New	9,260 $444,000

Others Institutions Holding SCHM

# of Institutions

980

Shares Held

173M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Stordahl Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History