American Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

American Financial Advisors, LLC

$681 Million
Q4 2024

A detailed history of American Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, American Financial Advisors, LLC holds 11,079 shares of SCHM stock, worth $320,072. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,079

Previous 3,710 198.63%

Holding current value

$320,072

Previous $308,000 0.65%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $202,942 - $611,921	7,369 Added 198.63%	11,079 $306,000
Q3 2024 Oct 25, 2024	BUY	$75.47 - $83.18 $26,640 - $29,362	353 Added 10.52%	3,710 $308,000
Q2 2024 Jul 24, 2024	BUY	$75.69 - $81.19 $17,635 - $18,917	233 Added 7.46%	3,357 $261,000
Q1 2024 Apr 22, 2024	BUY	$72.89 - $81.43 $26,750 - $29,884	367 Added 13.31%	3,124 $254,000
Q4 2023 Jan 31, 2024	BUY	$63.01 - $75.95 $173,718 - $209,394	2,757 New	2,757 $207,000

Others Institutions Holding SCHM

# of Institutions

994

Shares Held

237M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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American Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History