A detailed history of Wells Fargo & Company transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wells Fargo & Company holds 166,248 shares of SCHM stock, worth $4.59 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166,248
Previous 178,407 6.82%
Holding current value
$4.59 Million
Previous $14.5 Million 10.93%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2024

SELL
$75.69 - $81.19 $920,314 - $987,189
-12,159 Reduced 6.82%
166,248 $12.9 Million
Q1 2024

May 10, 2024

SELL
$72.89 - $81.43 $729,045 - $814,462
-10,002 Reduced 5.31%
178,407 $14.5 Million
Q4 2023

Feb 09, 2024

SELL
$63.01 - $75.95 $3.44 Million - $4.15 Million
-54,599 Reduced 22.47%
188,409 $14.2 Million
Q3 2023

Nov 13, 2023

BUY
$66.75 - $73.98 $387,550 - $429,527
5,806 Added 2.45%
243,008 $16.4 Million
Q2 2023

Aug 15, 2023

BUY
$65.29 - $71.03 $210,560 - $229,071
3,225 Added 1.38%
237,202 $16.8 Million
Q1 2023

May 12, 2023

SELL
$64.24 - $73.9 $399,765 - $459,879
-6,223 Reduced 2.59%
233,977 $15.9 Million
Q4 2022

Feb 13, 2023

SELL
$61.05 - $69.94 $3.93 Million - $4.5 Million
-64,406 Reduced 21.14%
240,200 $15.8 Million
Q3 2022

Nov 14, 2022

BUY
$60.5 - $72.51 $665,863 - $798,045
11,006 Added 3.75%
304,606 $18.4 Million
Q2 2022

Aug 12, 2022

BUY
$60.91 - $76.4 $2.08 Million - $2.61 Million
34,216 Added 13.19%
293,600 $18.4 Million
Q1 2022

May 16, 2022

BUY
$70.66 - $80.89 $1.37 Million - $1.57 Million
19,451 Added 8.11%
259,384 $19.7 Million
Q4 2021

Feb 14, 2022

SELL
$76.01 - $83.39 $135,525 - $148,684
-1,783 Reduced 0.74%
239,933 $19.3 Million
Q3 2021

Nov 15, 2021

SELL
$74.65 - $80.95 $1.19 Million - $1.29 Million
-15,922 Reduced 6.18%
241,716 $18.5 Million
Q2 2021

Aug 16, 2021

SELL
$74.64 - $79.12 $11.2 Million - $11.9 Million
-150,174 Reduced 36.82%
257,638 $20.2 Million
Q1 2021

May 13, 2021

BUY
$67.07 - $76.85 $940,254 - $1.08 Million
14,019 Added 3.56%
407,812 $30.4 Million
Q4 2020

Feb 09, 2021

BUY
$55.93 - $68.45 $7.22 Million - $8.84 Million
129,145 Added 48.8%
393,793 $26.9 Million
Q3 2020

Nov 05, 2020

BUY
$51.99 - $58.83 $528,946 - $598,536
10,174 Added 4.0%
264,648 $14.7 Million
Q2 2020

Aug 13, 2020

SELL
$39.01 - $57.03 $1.43 Million - $2.09 Million
-36,663 Reduced 12.59%
254,474 $13.4 Million
Q1 2020

May 14, 2020

BUY
$35.83 - $62.24 $10.4 Million - $18.1 Million
291,137 New
291,137 $12.3 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
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