Yhb Investment Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Yhb Investment Advisors, Inc.

  • $1.14 Billion
  • Q2 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 8,419 shares of SCHM stock, worth $692,294. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,419
Previous 8,493 0.87%
Holding current value
$692,294
Previous $691,000 5.21%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 01, 2024
SELL
$75.69 - $81.19 $5,601 - $6,008
-74 Reduced 0.87%
8,419 $655,000
Q1 2024

Aug 14, 2024
BUY
$72.89 - $81.43 $5,393 - $6,025
74 Added 0.88%
8,493 $691,000
Q1 2024

Apr 26, 2024
BUY
$72.89 - $81.43 $13,047 - $14,575
179 Added 2.15%
8,493 $691,000
Q4 2023

Jan 29, 2024
SELL
$63.01 - $75.95 $3.02 Million - $3.64 Million
-47,948 Reduced 85.22%
8,314 $626,000
Q3 2023

Oct 23, 2023
SELL
$66.75 - $73.98 $11,614 - $12,872
-174 Reduced 0.31%
56,262 $3.81 Million
Q2 2023

Aug 10, 2023
BUY
$65.29 - $71.03 $40,545 - $44,109
621 Added 1.11%
56,436 $4.01 Million
Q1 2023

May 08, 2023
BUY
$64.24 - $73.9 $99,636 - $114,618
1,551 Added 2.86%
55,815 $3.79 Million
Q4 2022

Jan 12, 2023
BUY
$61.05 - $69.94 $47,435 - $54,343
777 Added 1.45%
54,264 $0
Q3 2022

Nov 03, 2022
SELL
$60.5 - $72.51 $465,547 - $557,964
-7,695 Reduced 12.58%
53,487 $3.24 Million
Q2 2022

Jul 14, 2022
SELL
$60.91 - $76.4 $219,032 - $274,734
-3,596 Reduced 5.55%
61,182 $3.84 Million
Q1 2022

Apr 14, 2022
BUY
$70.66 - $80.89 $102,739 - $117,614
1,454 Added 2.3%
64,778 $4.91 Million
Q4 2021

Jan 18, 2022
BUY
$76.01 - $83.39 $218,072 - $239,245
2,869 Added 4.75%
63,324 $5.09 Million
Q3 2021

Oct 28, 2021
BUY
$74.65 - $80.95 $258,363 - $280,167
3,461 Added 6.07%
60,455 $4.63 Million
Q2 2021

Jul 15, 2021
BUY
$74.64 - $79.12 $248,252 - $263,153
3,326 Added 6.2%
56,994 $4.46 Million
Q1 2021

Apr 22, 2021
BUY
$67.07 - $76.85 $315,363 - $361,348
4,702 Added 9.6%
53,668 $4.16 Million
Q4 2020

Jan 21, 2021
BUY
$55.93 - $68.45 $130,876 - $160,173
2,340 Added 5.02%
48,966 $3.34 Million
Q3 2020

Nov 02, 2020
BUY
$51.99 - $58.83 $2.42 Million - $2.74 Million
46,626 New
46,626 $2.59 Million

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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