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

Strategic Investment Solutions, Inc. /Il

$299 Billion
Q4 2024

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 10,750 shares of SCHM stock, worth $299,817. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,750

Previous 3,615 197.37%

Holding current value

$299,817

Previous $300 Million 0.82%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $196,497 - $592,490	7,135 Added 197.37%	10,750 $298 Million
Q3 2024 Oct 23, 2024	SELL	$75.47 - $83.18 $32,225 - $35,517	-427 Reduced 10.56%	3,615 $300 Million
Q2 2024 Aug 29, 2024	BUY	$75.69 - $81.19 $21,874 - $23,463	289 Added 7.7%	4,042 $312 Million
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	$61.05 - $69.94 $228,021 - $261,225	3,735 New	3,735 $276 Million

Others Institutions Holding SCHM

# of Institutions

1,012

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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