A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 32,261 shares of SCHM stock, worth $897,823. This represents 0.01% of its overall portfolio holdings.

Number of Shares
32,261
Previous 35,564 9.29%
Holding current value
$897,823
Previous $2.77 Million 3.14%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$75.47 - $83.18 $249,277 - $274,743
-3,303 Reduced 9.29%
32,261 $2.68 Million
Q2 2024

Aug 14, 2024

SELL
$75.69 - $81.19 $64,866 - $69,579
-857 Reduced 2.35%
35,564 $2.77 Million
Q1 2024

May 15, 2024

SELL
$72.89 - $81.43 $56,927 - $63,596
-781 Reduced 2.1%
36,421 $2.97 Million
Q4 2023

Feb 14, 2024

SELL
$63.01 - $75.95 $627,705 - $756,613
-9,962 Reduced 21.12%
37,202 $2.8 Million
Q3 2023

Nov 14, 2023

SELL
$66.75 - $73.98 $80,767 - $89,515
-1,210 Reduced 2.5%
47,164 $3.19 Million
Q2 2023

Aug 14, 2023

SELL
$65.29 - $71.03 $380,118 - $413,536
-5,822 Reduced 10.74%
48,374 $3.44 Million
Q1 2023

Aug 14, 2023

BUY
$64.24 - $73.9 $374,005 - $430,245
5,822 Added 12.04%
54,196 $3.68 Million
Q1 2023

May 15, 2023

SELL
$64.24 - $73.9 $238,394 - $274,242
-3,711 Reduced 6.41%
54,196 $3.68 Million
Q4 2022

Feb 14, 2023

SELL
$61.05 - $69.94 $1.07 Million - $1.23 Million
-17,552 Reduced 23.26%
57,907 $3.8 Million
Q3 2022

Nov 14, 2022

SELL
$60.5 - $72.51 $2.19 Million - $2.62 Million
-36,150 Reduced 32.39%
75,459 $4.57 Million
Q2 2022

Aug 11, 2022

SELL
$60.91 - $76.4 $2.88 Million - $3.61 Million
-47,315 Reduced 29.77%
111,609 $7 Million
Q1 2022

May 16, 2022

SELL
$70.66 - $80.89 $1.66 Million - $1.9 Million
-23,462 Reduced 12.86%
158,924 $12.1 Million
Q4 2021

Feb 14, 2022

SELL
$76.01 - $83.39 $2.26 Million - $2.48 Million
-29,692 Reduced 14.0%
182,386 $14.7 Million
Q3 2021

Nov 15, 2021

SELL
$74.65 - $80.95 $1.92 Million - $2.08 Million
-25,687 Reduced 10.8%
212,078 $16.3 Million
Q2 2021

Aug 13, 2021

SELL
$74.64 - $79.12 $1.55 Million - $1.64 Million
-20,770 Reduced 8.03%
237,765 $18.6 Million
Q1 2021

May 14, 2021

SELL
$67.07 - $76.85 $1.93 Million - $2.21 Million
-28,784 Reduced 10.02%
258,535 $19.2 Million
Q4 2020

Feb 17, 2021

SELL
$55.93 - $68.45 $701,026 - $857,952
-12,534 Reduced 4.18%
287,319 $19.6 Million
Q3 2020

Nov 13, 2020

SELL
$51.99 - $58.83 $1.8 Million - $2.04 Million
-34,636 Reduced 10.35%
299,853 $16.6 Million
Q2 2020

Aug 13, 2020

SELL
$39.01 - $57.03 $503,463 - $736,029
-12,906 Reduced 3.72%
334,489 $17.6 Million
Q1 2020

May 15, 2020

BUY
$35.83 - $62.24 $295,239 - $512,857
8,240 Added 2.43%
347,395 $14.6 Million
Q4 2019

Feb 14, 2020

SELL
$54.56 - $60.24 $870,723 - $961,370
-15,959 Reduced 4.49%
339,155 $20.4 Million
Q3 2019

Nov 14, 2019

BUY
$56.23 - $57.59 $332,487 - $340,529
5,913 Added 1.69%
355,114 $20.1 Million
Q2 2019

Aug 13, 2019

BUY
N/A
12,020 Added 3.56%
349,201 $19.9 Million
Q1 2019

May 14, 2019

BUY
N/A
21,618 Added 6.85%
337,181 $18.7 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-9,229 Reduced 2.84%
315,563 $15.1 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-2,797 Reduced 0.85%
324,792 $18.8 Million
Q2 2018

Aug 14, 2018

BUY
N/A
15,156 Added 4.85%
327,589 $18 Million
Q1 2018

May 15, 2018

BUY
N/A
151,617 Added 94.28%
312,433 $16.5 Million
Q4 2017

Feb 13, 2018

SELL
N/A
-1,696 Reduced 1.04%
160,816 $8.57 Million
Q3 2017

Nov 14, 2017

BUY
N/A
79,239 Added 95.16%
162,512 $8.14 Million
Q2 2017

Aug 14, 2017

BUY
N/A
83,273
83,273 $4.01 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
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