Truvestments Capital LLC Schwab Strategic U.S. Mid Cap Transaction History

Truvestments Capital LLC

  • $363 Million
  • Q3 2024

A detailed history of Truvestments Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Truvestments Capital LLC holds 328 shares of SCHM stock, worth $9,128. This represents 0.01% of its overall portfolio holdings.

Number of Shares
328
Holding current value
$9,128
% of portfolio
0.01%

Shares

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

Nov 13, 2024
BUY
$75.47 - $83.18 $24,754 - $27,283
328 New
328 $27,000
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $2,536 - $2,811
-38 Reduced 10.38%
328 $22,000
Q2 2023

Aug 10, 2023
SELL
$65.29 - $71.03 $522 - $568
-8 Reduced 2.14%
366 $25,000
Q2 2022

Aug 09, 2022
BUY
$60.91 - $76.4 $22,780 - $28,573
374 New
374 $23,000
Q1 2022

May 02, 2022
SELL
$70.66 - $80.89 $26,426 - $30,252
-374 Closed
0 $0
Q3 2021

Oct 29, 2021
SELL
$74.65 - $80.95 $16,423 - $17,809
-220 Reduced 37.04%
374 $29,000
Q2 2021

Aug 12, 2021
SELL
$74.64 - $79.12 $2,537 - $2,690
-34 Reduced 5.41%
594 $46,000
Q1 2021

May 18, 2021
BUY
$67.07 - $76.85 $938 - $1,075
14 Added 2.28%
628 $47,000
Q4 2020

Feb 17, 2021
BUY
$55.93 - $68.45 $34,341 - $42,028
614 New
614 $41,000
Q3 2020

Nov 13, 2020
SELL
$51.99 - $58.83 $29,218 - $33,062
-562 Closed
0 $0
Q2 2020

Aug 06, 2020
SELL
$39.01 - $57.03 $50,478 - $73,796
-1,294 Reduced 69.72%
562 $29,000
Q1 2020

May 07, 2020
BUY
$35.83 - $62.24 $66,500 - $115,517
1,856 New
1,856 $78,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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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