Strategic Equity Management Schwab Strategic U.S. Mid Cap Transaction History

Strategic Equity Management

  • $184 Million
  • Q3 2024

A detailed history of Strategic Equity Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Equity Management holds 17,854 shares of SCHM stock, worth $521,158. This represents 0.81% of its overall portfolio holdings.

Number of Shares
17,854
Previous 6,764 163.96%
Holding current value
$521,158
Previous $526,000 181.94%
% of portfolio
0.81%
Previous 0.4%

Shares

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

Nov 05, 2024
BUY
$75.47 - $83.18 $836,962 - $922,466
11,090 Added 163.96%
17,854 $1.48 Million
Q2 2024

Jul 31, 2024
BUY
$75.69 - $81.19 $325,769 - $349,441
4,304 Added 174.96%
6,764 $526,000
Q1 2024

Apr 16, 2024
BUY
$72.89 - $81.43 $179,309 - $200,317
2,460 New
2,460 $200,000

Others Institutions Holding SCHM

# of Institutions
955
Shares Held
133M
Call Options Held
8.1K
Put Options Held
3.6K
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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