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 26,627 shares of SCHM stock, worth $767,922. This represents 1.46% of its overall portfolio holdings.

Number of Shares
26,627
Previous 26,458 0.64%
Holding current value
$767,922
Previous $2.06 Million 7.43%
% of portfolio
1.46%
Previous 1.49%

Shares

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

Oct 25, 2024

BUY
$75.47 - $83.18 $12,754 - $14,057
169 Added 0.64%
26,627 $2.21 Million
Q2 2024

Aug 09, 2024

SELL
$75.69 - $81.19 $77,885 - $83,544
-1,029 Reduced 3.74%
26,458 $2.06 Million
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
$61.05 - $69.94 $23,687 - $27,136
-388 Reduced 1.74%
21,876 $1.44 Million
Q3 2022

Nov 14, 2022

SELL
$60.5 - $72.51 $77,742 - $93,175
-1,285 Reduced 5.46%
22,264 $1.35 Million
Q2 2022

Aug 03, 2022

SELL
$60.91 - $76.4 $42,393 - $53,174
-696 Reduced 2.87%
23,549 $1.48 Million
Q1 2022

May 05, 2022

SELL
$70.66 - $80.89 $317,051 - $362,953
-4,487 Reduced 15.62%
24,245 $1.84 Million
Q4 2021

Feb 07, 2022

SELL
$76.01 - $83.39 $161,597 - $177,287
-2,126 Reduced 6.89%
28,732 $2.31 Million
Q3 2021

Nov 09, 2021

BUY
$74.65 - $80.95 $35,533 - $38,532
476 Added 1.57%
30,858 $2.37 Million
Q2 2021

Aug 06, 2021

SELL
$74.64 - $79.12 $109,198 - $115,752
-1,463 Reduced 4.59%
30,382 $2.38 Million
Q1 2021

May 07, 2021

BUY
$67.07 - $76.85 $351,446 - $402,693
5,240 Added 19.7%
31,845 $2.37 Million
Q4 2020

Feb 11, 2021

BUY
$55.93 - $68.45 $2,796 - $3,422
50 Added 0.19%
26,605 $1.81 Million
Q3 2020

Nov 09, 2020

BUY
$51.99 - $58.83 $33,325 - $37,710
641 Added 2.47%
26,555 $1.47 Million
Q2 2020

Aug 07, 2020

SELL
$39.01 - $57.03 $143,049 - $209,129
-3,667 Reduced 12.4%
25,914 $1.36 Million
Q1 2020

Apr 21, 2020

SELL
$35.83 - $62.24 $72,376 - $125,724
-2,020 Reduced 6.39%
29,581 $1.25 Million
Q4 2019

Feb 13, 2020

BUY
$54.56 - $60.24 $1.72 Million - $1.9 Million
31,601 New
31,601 $1.9 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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