Youngs Advisory Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Youngs Advisory Group, Inc.

  • $223 Million
  • Q1 2024

A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 116,197 shares of SCHM stock, worth $8.99 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
116,197
Previous 120,478 3.55%
Holding current value
$8.99 Million
Previous $9.07 Million 4.26%
% of portfolio
4.24%
Previous 4.55%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$72.89 - $81.43 $312,042 - $348,601
-4,281 Reduced 3.55%
116,197 $9.46 Million
Q4 2023

Jan 31, 2024
BUY
$63.01 - $75.95 $34,340 - $41,392
545 Added 0.45%
120,478 $9.07 Million
Q3 2023

Nov 02, 2023
BUY
$66.75 - $73.98 $107,200 - $118,811
1,606 Added 1.36%
119,933 $8.12 Million
Q2 2023

Aug 10, 2023
SELL
$65.29 - $71.03 $70,709 - $76,925
-1,083 Reduced 0.91%
118,327 $8.4 Million
Q1 2023

May 02, 2023
BUY
$64.24 - $73.9 $110,300 - $126,886
1,717 Added 1.46%
119,410 $8.1 Million
Q4 2022

Jan 25, 2023
BUY
$64.3 - $69.94 $115,354 - $125,472
1,794 Added 1.55%
117,693 $0
Q3 2022

Oct 18, 2022
BUY
N/A
2,101 Added 1.85%
115,899 $7.02 Million
Q2 2022

Jul 13, 2022
BUY
N/A
12,704 Added 12.57%
113,798 $7.14 Million
Q1 2022

Apr 29, 2022
BUY
N/A
15,303 Added 17.84%
101,094 $7.67 Million
Q4 2021

Jan 26, 2022
BUY
N/A
17,739 Added 26.07%
85,791 $6.9 Million
Q3 2021

Oct 15, 2021
BUY
N/A
56,692 Added 499.05%
68,052 $5.22 Million
Q2 2021

Jul 21, 2021
BUY
N/A
7,190 Added 172.42%
11,360 $889,000
Q2 2020

Jul 28, 2020
BUY
N/A
4,170 New
4,170 $219,000
Q1 2020

Apr 28, 2020
SELL
N/A
-4,050 Closed
0 $0
Q1 2019

Apr 30, 2019
BUY
N/A
4,050 New
4,050 $224,000
Q4 2018

Feb 12, 2019
SELL
N/A
-4,145 Closed
0 $0
Q1 2018

Apr 24, 2018
SELL
N/A
-165 Reduced 3.83%
4,145 $219,000
Q4 2017

Jan 24, 2018
BUY
N/A
4,310
4,310 $230,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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