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

Youngs Advisory Group, Inc.

$240 Million
Q1 2025

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 362,308 shares of SCHM stock, worth $9.8 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares

362,308

Previous 359,778 0.7%

Holding current value

$9.8 Million

Previous $9.97 Million 4.78%

% of portfolio

3.96%

Previous 4.23%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$25.58 - $29.24 $64,717 - $73,977	2,530 Added 0.7%	362,308 $9.49 Million
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $6.66 Million - $20.1 Million	241,735 Added 204.79%	359,778 $9.97 Million
Q3 2024 Nov 07, 2024	BUY	$75.47 - $83.18 $226,410 - $249,540	3,000 Added 2.61%	118,043 $9.81 Million
Q2 2024 Jul 19, 2024	SELL	$75.69 - $81.19 $87,346 - $93,693	-1,154 Reduced 0.99%	115,043 $8.95 Million
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	$61.05 - $69.94 $109,523 - $125,472	1,794 Added 1.55%	117,693 $0
Q3 2022 Oct 18, 2022	BUY	$60.5 - $72.51 $127,110 - $152,343	2,101 Added 1.85%	115,899 $7.02 Million
Q2 2022 Jul 13, 2022	BUY	$60.91 - $76.4 $773,800 - $970,585	12,704 Added 12.57%	113,798 $7.14 Million
Q1 2022 Apr 29, 2022	BUY	$70.66 - $80.89 $1.08 Million - $1.24 Million	15,303 Added 17.84%	101,094 $7.67 Million
Q4 2021 Jan 26, 2022	BUY	$76.01 - $83.39 $1.35 Million - $1.48 Million	17,739 Added 26.07%	85,791 $6.9 Million
Q3 2021 Oct 15, 2021	BUY	$74.65 - $80.95 $4.23 Million - $4.59 Million	56,692 Added 499.05%	68,052 $5.22 Million
Q2 2021 Jul 21, 2021	BUY	$74.64 - $79.12 $536,661 - $568,872	7,190 Added 172.42%	11,360 $889,000
Q2 2020 Jul 28, 2020	BUY	$39.01 - $57.03 $162,671 - $237,815	4,170 New	4,170 $219,000
Q1 2020 Apr 28, 2020	SELL	$35.83 - $62.24 $145,111 - $252,072	-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

1,003

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Youngs Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Youngs Advisory Group, Inc. with notifications on news.

Account

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