Advisor Os, LLC Schwab Strategic U.S. Mid Cap Transaction History

Advisor Os, LLC

  • $844 Million
  • Q4 2024

A detailed history of Advisor Os, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Advisor Os, LLC holds 10,009 shares of SCHM stock, worth $280,051. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,009
Holding current value
$280,051
% of portfolio
0.03%

Shares

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

Feb 04, 2025
BUY
$27.54 - $83.04 $275,647 - $831,147
10,009 New
10,009 $277,000
Q1 2022

May 11, 2022
SELL
$70.66 - $80.89 $710,133 - $812,944
-10,050 Closed
0 $0
Q4 2021

Feb 04, 2022
SELL
$76.01 - $83.39 $62,936 - $69,046
-828 Reduced 7.61%
10,050 $808,000
Q3 2021

Nov 15, 2021
SELL
$74.65 - $80.95 $50,538 - $54,803
-677 Reduced 5.86%
10,878 $834,000
Q1 2021

May 13, 2021
BUY
$67.07 - $76.85 $774,993 - $888,001
11,555 New
11,555 $860,000
Q4 2020

Feb 10, 2021
SELL
$55.93 - $68.45 $832,238 - $1.02 Million
-14,880 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$51.99 - $58.83 $1.39 Million - $1.58 Million
-26,818 Reduced 64.31%
14,880 $805,000
Q2 2020

Aug 28, 2020
BUY
$39.01 - $57.03 $1.63 Million - $2.38 Million
41,698 New
41,698 $2.19 Million

Others Institutions Holding SCHM

# of Institutions
1,006
Shares Held
271M
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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