Strategic Financial Planning, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Strategic Financial Planning, Inc.

  • $134 Million
  • Q1 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 27,487 shares of SCHM stock, worth $2.13 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
27,487
Previous 27,742 0.92%
Holding current value
$2.13 Million
Previous $2.09 Million 7.13%
% of portfolio
1.67%
Previous 1.63%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$72.89 - $81.43 $18,586 - $20,764
-255 Reduced 0.92%
27,487 $2.24 Million
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $170,568 - $205,596
2,707 Added 10.81%
27,742 $2.09 Million
Q3 2023

Nov 09, 2023
BUY
$66.75 - $73.98 $20,492 - $22,711
307 Added 1.24%
25,035 $1.69 Million
Q2 2023

Aug 10, 2023
BUY
$65.29 - $71.03 $132,473 - $144,119
2,029 Added 8.94%
24,728 $1.76 Million
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $52,869 - $60,819
823 Added 3.76%
22,699 $1.54 Million
Q4 2022

Feb 14, 2023
SELL
$64.3 - $69.94 $24,948 - $27,136
-388 Reduced 1.74%
21,876 $1.44 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,285 Reduced 5.46%
22,264 $1.35 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-696 Reduced 2.87%
23,549 $1.48 Million
Q1 2022

May 05, 2022
SELL
N/A
-4,487 Reduced 15.62%
24,245 $1.84 Million
Q4 2021

Feb 07, 2022
SELL
N/A
-2,126 Reduced 6.89%
28,732 $2.31 Million
Q3 2021

Nov 09, 2021
BUY
N/A
476 Added 1.57%
30,858 $2.37 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-1,463 Reduced 4.59%
30,382 $2.38 Million
Q1 2021

May 07, 2021
BUY
N/A
5,240 Added 19.7%
31,845 $2.37 Million
Q4 2020

Feb 11, 2021
BUY
N/A
50 Added 0.19%
26,605 $1.81 Million
Q3 2020

Nov 09, 2020
BUY
N/A
641 Added 2.47%
26,555 $1.47 Million
Q2 2020

Aug 07, 2020
SELL
N/A
-3,667 Reduced 12.4%
25,914 $1.36 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-2,020 Reduced 6.39%
29,581 $1.25 Million
Q4 2019

Feb 13, 2020
BUY
N/A
31,601 New
31,601 $1.9 Million

Others Institutions Holding SCHM

# of Institutions
901
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
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More about SCHM
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