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

Strategic Capital Advisers, Inc.

  • $121 Million
  • Q2 2022

A detailed history of Strategic Capital Advisers, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Capital Advisers, Inc. holds 33,139 shares of SCHM stock, worth $2.56 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
33,139
Previous 20,317 63.11%
Holding current value
$2.56 Million
Previous $1.54 Million 34.91%
% of portfolio
1.72%
Previous 1.17%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 18, 2022
BUY
N/A
12,822 Added 63.11%
33,139 $2.08 Million
Q1 2022

May 05, 2022
BUY
N/A
971 Added 5.02%
20,317 $1.54 Million
Q4 2021

Jan 19, 2022
BUY
N/A
1,691 Added 9.58%
19,346 $1.56 Million
Q3 2021

Oct 29, 2021
SELL
N/A
-635 Reduced 3.47%
17,655 $1.35 Million
Q2 2021

Jul 30, 2021
BUY
N/A
1,757 Added 10.63%
18,290 $1.43 Million
Q1 2021

Apr 28, 2021
BUY
N/A
308 Added 1.9%
16,533 $1.23 Million
Q4 2020

Jan 27, 2021
BUY
N/A
1,385 Added 9.33%
16,225 $1.11 Million
Q3 2020

Nov 10, 2020
BUY
N/A
5,902 Added 66.03%
14,840 $823,000
Q2 2020

Aug 06, 2020
SELL
N/A
-5,464 Reduced 37.94%
8,938 $470,000
Q1 2020

May 12, 2020
SELL
N/A
-185 Reduced 1.27%
14,402 $607,000
Q4 2019

Jan 27, 2020
SELL
N/A
-118 Reduced 0.8%
14,587 $877,000
Q3 2019

Nov 05, 2019
BUY
N/A
274 Added 1.9%
14,705 $831,000
Q2 2019

Jul 30, 2019
SELL
N/A
-9,847 Reduced 40.56%
14,431 $824,000
Q1 2019

May 08, 2019
SELL
N/A
-106 Reduced 0.43%
24,278 $1.35 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-166 Reduced 0.68%
24,384 $1.17 Million
Q3 2018

Oct 29, 2018
BUY
N/A
750 Added 3.15%
24,550 $1.42 Million
Q2 2018

Aug 10, 2018
BUY
N/A
2,390 Added 11.16%
23,800 $1.35 Million
Q4 2017

Feb 14, 2018
BUY
N/A
21,410
21,410 $1.14 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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 Strategic Capital Advisers, Inc. Portfolio

Follow Strategic 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 Strategic Capital Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Capital Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email