Twele Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Twele Capital Management, Inc.

  • $441 Million
  • Q2 2024

A detailed history of Twele Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Twele Capital Management, Inc. holds 6,345 shares of SCHM stock, worth $501,508. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,345
Previous 6,345 -0.0%
Holding current value
$501,508
Previous $516,000 4.46%
% of portfolio
0.11%
Previous 0.12%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
$72.89 - $81.43 $4,737 - $5,292
-65 Reduced 1.01%
6,345 $516,000
Q4 2023

Jan 16, 2024
SELL
$63.01 - $75.95 $1,197 - $1,443
-19 Reduced 0.3%
6,410 $482,000
Q3 2023

Oct 12, 2023
SELL
$66.75 - $73.98 $867 - $961
-13 Reduced 0.2%
6,429 $435,000
Q2 2023

Jul 24, 2023
BUY
$65.29 - $71.03 $1,828 - $1,988
28 Added 0.44%
6,442 $457,000
Q1 2023

Apr 25, 2023
SELL
$64.24 - $73.9 $52,869 - $60,819
-823 Reduced 11.37%
6,414 $435,000
Q4 2022

Jan 30, 2023
BUY
$64.3 - $69.94 $465,339 - $506,155
7,237 New
7,237 $474,000
Q2 2022

Jul 19, 2022
BUY
N/A
4 Added 0.05%
7,676 $482,000
Q1 2022

Apr 14, 2022
SELL
N/A
-308 Reduced 3.86%
7,672 $582,000
Q4 2021

Jan 26, 2022
BUY
N/A
16 Added 0.2%
7,980 $642,000
Q3 2021

Oct 21, 2021
SELL
N/A
-72 Reduced 0.9%
7,964 $611,000
Q2 2021

Jul 20, 2021
SELL
N/A
-166 Reduced 2.02%
8,036 $629,000
Q1 2021

Apr 20, 2021
SELL
N/A
-739 Reduced 8.27%
8,202 $610,000
Q4 2020

Jan 22, 2021
SELL
N/A
-381 Reduced 4.09%
8,941 $610,000
Q3 2020

Oct 14, 2020
SELL
N/A
-475 Reduced 4.85%
9,322 $517,000
Q2 2020

Jul 20, 2020
BUY
N/A
2,206 Added 29.06%
9,797 $516,000
Q1 2020

Apr 16, 2020
BUY
N/A
740 Added 10.8%
7,591 $320,000
Q4 2019

Jan 23, 2020
BUY
N/A
323 Added 4.95%
6,851 $412,000
Q3 2019

Oct 17, 2019
BUY
N/A
559 Added 9.37%
6,528 $369,000
Q2 2019

Jul 18, 2019
BUY
N/A
256 Added 4.48%
5,969 $341,000
Q1 2019

Apr 16, 2019
BUY
N/A
584 Added 11.39%
5,713 $316,000
Q4 2018

Jan 17, 2019
BUY
N/A
324 Added 6.74%
5,129 $246,000
Q3 2018

Oct 23, 2018
BUY
N/A
21 Added 0.44%
4,805 $278,000
Q2 2018

Jul 20, 2018
BUY
N/A
197 Added 4.29%
4,784 $263,000
Q1 2018

Apr 18, 2018
BUY
N/A
191 Added 4.34%
4,587 $243,000
Q4 2017

Jan 22, 2018
BUY
N/A
125 Added 2.93%
4,396 $234,000
Q3 2017

Oct 16, 2017
BUY
N/A
4,271
4,271 $214,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
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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