Zacks Investment Management Schwab Strategic U.S. Mid Cap Transaction History

Zacks Investment Management

  • $8.87 Billion
  • Q2 2024

A detailed history of Zacks Investment Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Zacks Investment Management holds 2,989 shares of SCHM stock, worth $86,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,989
Previous 3,337 10.43%
Holding current value
$86,770
Previous $271,000 14.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024
SELL
$75.69 - $81.19 $26,340 - $28,254
-348 Reduced 10.43%
2,989 $232,000
Q1 2024

May 15, 2024
SELL
$72.89 - $81.43 $14,067 - $15,715
-193 Reduced 5.47%
3,337 $271,000
Q4 2023

Feb 14, 2024
SELL
$63.01 - $75.95 $45,934 - $55,367
-729 Reduced 17.12%
3,530 $265,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $7,809 - $8,655
-117 Reduced 2.67%
4,259 $288,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $3,003 - $3,267
46 Added 1.06%
4,376 $310,000
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $7,773 - $8,941
-121 Reduced 2.72%
4,330 $293,000
Q4 2022

Feb 14, 2023
SELL
$61.05 - $69.94 $8,241 - $9,441
-135 Reduced 2.94%
4,451 $292,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $181 - $217
-3 Reduced 0.07%
4,586 $278,000
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $3,410 - $4,278
56 Added 1.24%
4,589 $288,000
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $28,193 - $32,275
399 Added 9.65%
4,533 $344,000
Q4 2021

Feb 15, 2022
BUY
$76.01 - $83.39 $314,225 - $344,734
4,134 New
4,134 $333,000
Q3 2021

Nov 15, 2021
SELL
$74.65 - $80.95 $331,296 - $359,256
-4,438 Closed
0 $0
Q2 2021

Aug 16, 2021
SELL
$74.64 - $79.12 $33,737 - $35,762
-452 Reduced 9.24%
4,438 $347,000
Q1 2021

May 17, 2021
SELL
$67.07 - $76.85 $11,804 - $13,525
-176 Reduced 3.47%
4,890 $364,000
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $6,152 - $7,529
110 Added 2.22%
5,066 $345,000
Q3 2020

Nov 16, 2020
BUY
$51.99 - $58.83 $2,339 - $2,647
45 Added 0.92%
4,956 $275,000
Q2 2020

Aug 14, 2020
BUY
$39.01 - $57.03 $191,578 - $280,074
4,911 New
4,911 $258,000
Q1 2020

May 15, 2020
SELL
$35.83 - $62.24 $262,992 - $456,841
-7,340 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$54.56 - $60.24 $162,861 - $179,816
2,985 Added 68.54%
7,340 $441,000
Q3 2019

Nov 14, 2019
SELL
$56.23 - $57.59 $22,660 - $23,208
-403 Reduced 8.47%
4,355 $246,000
Q2 2019

Aug 14, 2019
SELL
N/A
-313 Reduced 6.17%
4,758 $272,000
Q1 2019

May 15, 2019
BUY
N/A
5,071 New
5,071 $281,000
Q4 2018

Feb 14, 2019
SELL
N/A
-5,162 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
44 Added 0.86%
5,162 $299,000
Q2 2018

Aug 14, 2018
SELL
N/A
-4 Reduced 0.08%
5,118 $281,000
Q1 2018

May 14, 2018
SELL
N/A
-590 Reduced 10.33%
5,122 $271,000
Q4 2017

Feb 14, 2018
SELL
N/A
-353 Reduced 5.82%
5,712 $304,000
Q3 2017

Nov 14, 2017
BUY
N/A
6,065
6,065 $304,000

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
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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