Total Investment Management Inc Schwab Strategic Tr Long Term Transaction History

Total Investment Management Inc

  • $709 Million
  • Q4 2024

A detailed history of Total Investment Management Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Total Investment Management Inc holds 2,831,956 shares of SCHQ stock, worth $91.2 Million. This represents 12.56% of its overall portfolio holdings.

Number of Shares
2,831,956
Previous 2,738,105 3.43%
Holding current value
$91.2 Million
Previous $95.8 Million 7.1%
% of portfolio
12.56%
Previous 10.74%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$31.33 - $35.13 $2.94 Million - $3.3 Million
93,851 Added 3.43%
2,831,956 $89 Million
Q3 2024

Nov 05, 2024
BUY
$32.17 - $35.98 $5.71 Million - $6.39 Million
177,521 Added 6.93%
2,738,105 $95.8 Million
Q2 2024

Aug 06, 2024
BUY
$31.45 - $33.71 $930,731 - $997,613
29,594 Added 1.17%
2,560,584 $84 Million
Q1 2024

Apr 16, 2024
BUY
$32.9 - $35.0 $661,948 - $704,200
20,120 Added 0.8%
2,530,990 $85.4 Million
Q4 2023

Feb 02, 2024
BUY
$29.71 - $35.56 $2.43 Million - $2.9 Million
81,657 Added 3.36%
2,510,870 $88.1 Million
Q3 2023

Oct 24, 2023
BUY
$31.58 - $36.29 $49 Million - $56.3 Million
1,552,646 Added 177.13%
2,429,213 $77 Million
Q2 2023

Jul 06, 2023
BUY
$35.48 - $38.22 $1.01 Million - $1.08 Million
28,340 Added 3.34%
876,567 $31.8 Million
Q1 2023

May 15, 2023
SELL
$35.08 - $38.26 $386,792 - $421,854
-11,026 Reduced 1.28%
848,227 $31.8 Million
Q4 2022

Feb 01, 2023
BUY
$32.86 - $38.38 $28.2 Million - $33 Million
859,253 New
859,253 $30.3 Million

Others Institutions Holding SCHQ

# of Institutions
106
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Total Investment Management Inc Portfolio

Follow Total Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Total Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email