A detailed history of Sym Financial Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sym Financial Corp holds 2,183 shares of SCHM stock, worth $60,752. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,183
Previous 2,608 16.3%
Holding current value
$60,752
Previous $202,000 10.4%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$75.47 - $83.18 $32,074 - $35,351
-425 Reduced 16.3%
2,183 $181,000
Q2 2024

Aug 08, 2024

SELL
$75.69 - $81.19 $162,355 - $174,152
-2,145 Reduced 45.13%
2,608 $202,000
Q1 2024

May 06, 2024

SELL
$72.89 - $81.43 $766,438 - $856,236
-10,515 Reduced 68.87%
4,753 $387,000
Q4 2023

Feb 06, 2024

SELL
$63.01 - $75.95 $125,200 - $150,912
-1,987 Reduced 11.52%
15,268 $1.15 Million
Q3 2023

Oct 27, 2023

BUY
$66.75 - $73.98 $1.15 Million - $1.28 Million
17,255 New
17,255 $1.17 Million
Q3 2022

Oct 28, 2022

BUY
$60.5 - $72.51 $1,694 - $2,030
28 New
28 $2,000
Q2 2022

Jul 19, 2022

SELL
$60.91 - $76.4 $2,131 - $2,674
-35 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$76.01 - $83.39 $2,660 - $2,918
35 New
35 $3,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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