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 $9,557. This represents 0.01% of its overall portfolio holdings.

Number of Shares
328
Holding current value
$9,557
% 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
955
Shares Held
131M
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
Track This Portfolio

Track Truvestments Capital LLC Portfolio

Follow Truvestments Capital LLC 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 Truvestments Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Truvestments Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email