Vanguard Personalized Indexing Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Vanguard Personalized Indexing Management, LLC

  • $5.26 Billion
  • Q2 2024

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 11,543 shares of SCHM stock, worth $958,761. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,543
Previous 10,412 10.86%
Holding current value
$958,761
Previous $847,000 6.02%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$75.69 - $81.19 $85,605 - $91,825
1,131 Added 10.86%
11,543 $898,000
Q1 2024

May 09, 2024
BUY
$72.89 - $81.43 $470,140 - $525,223
6,450 Added 162.8%
10,412 $847,000
Q4 2023

Feb 07, 2024
SELL
$63.01 - $75.95 $8,065 - $9,721
-128 Reduced 3.13%
3,962 $298,000
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $262,741 - $302,251
4,090 New
4,090 $277,000

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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