Trust CO Of Vermont Schwab Strategic U.S. Mid Cap Transaction History

Trust CO Of Vermont

$2.01 Billion
Q4 2024

A detailed history of Trust CO Of Vermont transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Trust CO Of Vermont holds 2,959 shares of SCHM stock, worth $82,792. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,959

Previous 1,668 77.4%

Holding current value

$82,792

Previous $138,000 41.3%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$27.54 - $83.04 $35,554 - $107,204	1,291 Added 77.4%	2,959 $81,000
Q3 2024 Oct 16, 2024	BUY	$75.47 - $83.18 $102,865 - $113,374	1,363 Added 446.89%	1,668 $138,000
Q1 2024 May 03, 2024	BUY	$72.89 - $81.43 $22,231 - $24,836	305 New	305 $24,000
Q3 2022 Oct 24, 2022	BUY	$60.5 - $72.51 $13,794 - $16,532	228 New	228 $14,000
Q4 2020 Feb 03, 2021	SELL	$55.93 - $68.45 $2,404 - $2,943	-43 Closed	0 $0
Q2 2020 Jul 17, 2020	SELL	$39.01 - $57.03 $507 - $741	-13 Reduced 23.21%	43 $2,000
Q4 2017 Feb 02, 2018	BUY	N/A	56	56 $3,000

Others Institutions Holding SCHM

# of Institutions

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Trust CO Of Vermont Schwab Strategic U.S. Mid Cap Transaction History