American Financial & Tax Strategies Inc Schwab Strategic U.S. Mid Cap Transaction History

American Financial & Tax Strategies Inc

  • $188 Million
  • Q4 2024

A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 8,644 shares of SCHM stock, worth $229,066. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,644
Previous 2,858 202.45%
Holding current value
$229,066
Previous $237,000 0.84%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$27.54 - $83.04 $159,346 - $480,469
5,786 Added 202.45%
8,644 $239,000
Q3 2024

Oct 28, 2024
SELL
$75.47 - $83.18 $1,584 - $1,746
-21 Reduced 0.73%
2,858 $237,000
Q1 2024

Aug 02, 2024
BUY
$72.89 - $81.43 $209,850 - $234,436
2,879 New
2,879 $234,000
Q4 2023

Aug 06, 2024
BUY
$63.01 - $75.95 $71,327 - $85,975
1,132 Added 39.32%
4,011 $333 Million

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
275M
Call Options Held
15K
Put Options Held
1.1K
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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