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

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 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 26,241 shares of SCHM stock, worth $759,414. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,241

Previous 8,690 201.97%

Holding current value

$759,414

Previous $722,000 0.69%

% of portfolio

0.06%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $483,354 - $1.46 Million	17,551 Added 201.97%	26,241 $727,000
Q3 2024 Oct 22, 2024	BUY	$75.47 - $83.18 $20,452 - $22,541	271 Added 3.22%	8,690 $722,000
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

965

Shares Held

151M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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