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

Strategic Equity Management

  • $130 Million
  • Q2 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 6,764 shares of SCHM stock, worth $561,817. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,764
Previous 2,460 174.96%
Holding current value
$561,817
Previous $200,000 163.0%
% of portfolio
0.4%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
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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