Sunbelt Securities, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Sunbelt Securities, Inc.

  • $836 Million
  • Q1 2024

A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 83,611 shares of SCHM stock, worth $6.48 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
83,611
Previous 76,681 9.04%
Holding current value
$6.48 Million
Previous $5.78 Million 17.89%
% of portfolio
0.81%
Previous 0.76%

Shares

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

Apr 15, 2024
BUY
$72.89 - $81.43 $505,127 - $564,309
6,930 Added 9.04%
83,611 $6.81 Million
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $152,043 - $183,267
2,413 Added 3.25%
76,681 $5.78 Million
Q3 2023

Dec 11, 2023
BUY
$66.75 - $73.98 $306,649 - $339,864
4,594 Added 6.59%
74,268 $5.03 Million
Q2 2023

Aug 15, 2023
BUY
$65.29 - $71.03 $250,256 - $272,257
3,833 Added 5.82%
69,674 $4.95 Million
Q1 2023

May 17, 2023
BUY
$64.24 - $73.9 $232,934 - $267,961
3,626 Added 5.83%
65,841 $4.47 Million
Q4 2022

Feb 08, 2023
SELL
$64.3 - $69.94 $8,294 - $9,022
-129 Reduced 0.21%
62,215 $4.08 Million
Q3 2022

Nov 21, 2022
BUY
N/A
1,722 Added 2.84%
62,344 $3.77 Million
Q2 2022

Oct 03, 2022
BUY
N/A
2,298 Added 3.94%
60,622 $3.8 Million
Q1 2022

May 16, 2022
BUY
N/A
1,129 Added 1.97%
58,324 $4.49 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-4,944 Reduced 7.96%
57,195 $4.33 Million
Q2 2021

Jul 29, 2021
BUY
N/A
4,085 Added 7.04%
62,139 $4.72 Million
Q1 2021

May 27, 2021
BUY
N/A
5,669 Added 10.82%
58,054 $4.32 Million
Q4 2020

Feb 09, 2021
BUY
N/A
6,681 Added 14.62%
52,385 $3.57 Million
Q3 2020

Nov 17, 2020
BUY
N/A
45,704 New
45,704 $2.7 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-2,970,951 Closed
0 $0
Q1 2020

May 15, 2020
BUY
N/A
2,926,898 Added 6644.04%
2,970,951 $162 Million
Q4 2019

Feb 14, 2020
BUY
N/A
44,053 New
44,053 $662 Million

Others Institutions Holding SCHM

# of Institutions
903
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
  • Industry ETFs
More about SCHM
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