Strategic Investment Solutions, Inc. /Il Schwab Strategic U.S. Mid Cap Transaction History

Strategic Investment Solutions, Inc. /Il

  • $576 Billion
  • Q4 2023

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 3,753 shares of SCHM stock, worth $291,045. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,753
Previous 236,793 98.42%
Holding current value
$291,045
Previous $16.8 Billion 98.32%
% of portfolio
0.05%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $14.7 Million - $17.7 Million
-233,040 Reduced 98.42%
3,753 $283 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $15.6 Million - $17.2 Million
233,054 Added 6233.06%
236,793 $16.8 Billion
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $256 - $295
4 Added 0.11%
3,739 $254 Million
Q4 2022

Feb 14, 2023
BUY
$64.3 - $69.94 $240,160 - $261,225
3,735 New
3,735 $276 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
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