Glass Jacobson Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Glass Jacobson Investment Advisors LLC

$305 Billion
Q4 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 17,357 shares of SCHM stock, worth $484,086. This represents 0.16% of its overall portfolio holdings.

Number of Shares

17,357

Previous 5,800 199.26%

Holding current value

$484,086

Previous $482 Million 0.2%

% of portfolio

0.16%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $318,279 - $959,693	11,557 Added 199.26%	17,357 $481 Million
Q3 2024 Nov 15, 2024	BUY	$75.47 - $83.18 $75 - $83	1 Added 0.02%	5,800 $482 Million
Q2 2024 Aug 12, 2024	BUY	$75.69 - $81.19 $93,098 - $99,863	1,230 Added 26.92%	5,799 $451 Million
Q1 2024 Apr 26, 2024	BUY	$72.89 - $81.43 $72 - $81	1 Added 0.02%	4,569 $372 Million
Q4 2023 Jan 22, 2024	BUY	$63.01 - $75.95 $12,980 - $15,645	206 Added 4.72%	4,568 $344 Million
Q3 2023 Nov 07, 2023	BUY	$66.75 - $73.98 $194,776 - $215,873	2,918 Added 202.08%	4,362 $295 Million
Q2 2023 Jul 25, 2023	SELL	$65.29 - $71.03 $7,116 - $7,742	-109 Reduced 7.02%	1,444 $103 Million
Q4 2022 Feb 06, 2023	BUY	$61.05 - $69.94 $94,810 - $108,616	1,553 New	1,553 $102 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Glass Jacobson Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History