Values Added Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Values Added Financial LLC holds 10,112 shares of SCHM stock, worth $784,185. This represents 0.64% of its overall portfolio holdings.

Number of Shares
10,112
Previous 9,948 1.65%
Holding current value
$784,185
Previous $749 Million 9.89%
% of portfolio
0.64%
Previous 0.61%

Shares

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

Apr 25, 2024
BUY
$72.89 - $81.43 $11,953 - $13,354
164 Added 1.65%
10,112 $823 Million
Q4 2023

Jan 18, 2024
BUY
$63.01 - $75.95 $2,835 - $3,417
45 Added 0.45%
9,948 $749 Million
Q3 2023

Oct 19, 2023
BUY
$66.75 - $73.98 $7,075 - $7,841
106 Added 1.08%
9,903 $670 Million
Q2 2023

Jul 24, 2023
BUY
$65.29 - $71.03 $639,646 - $695,880
9,797 New
9,797 $696 Million

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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