Washington Trust CO Schwab Strategic U.S. Mid Cap Transaction History

Washington Trust CO

$2.76 Billion
Q4 2024

A detailed history of Washington Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Washington Trust CO holds 750 shares of SCHM stock, worth $21,562. This represents 0.0% of its overall portfolio holdings.

Number of Shares

750

Previous 250 200.0%

Holding current value

$21,562

Previous $20,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $13,770 - $41,520	500 Added 200.0%	750 $20,000
Q1 2024 Apr 23, 2024	SELL	$72.89 - $81.43 $1,530 - $1,710	-21 Reduced 7.75%	250 $20,000
Q1 2023 May 10, 2023	BUY	$64.24 - $73.9 $17,409 - $20,026	271 New	271 $18,000
Q1 2023 May 04, 2023	SELL	$64.24 - $73.9 $17,409 - $20,026	-271 Closed	0 $18,000
Q4 2022 Feb 08, 2023	BUY	$61.05 - $69.94 $16,544 - $18,953	271 New	271 $18,000
Q2 2020 Aug 04, 2020	SELL	$39.01 - $57.03 $1,014 - $1,482	-26 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$35.83 - $62.24 $931 - $1,618	26 New	26 $1,000

Others Institutions Holding SCHM

# of Institutions

980

Shares Held

173M

Call Options Held

8.1K

Put Options Held

3.6K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Washington Trust CO Schwab Strategic U.S. Mid Cap Transaction History