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

Arlington Financial Advisors, LLC

  • $427 Million
  • Q4 2024

A detailed history of Arlington Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 8,244 shares of SCHM stock, worth $215,745. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,244
Previous 2,959 178.61%
Holding current value
$215,745
Previous $245,000 6.94%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 28, 2025
BUY
$27.54 - $83.04 $145,548 - $438,866
5,285 Added 178.61%
8,244 $228,000
Q3 2024

Oct 31, 2024
SELL
$75.47 - $83.18 $12,905 - $14,223
-171 Reduced 5.46%
2,959 $245,000
Q2 2024

Jul 16, 2024
SELL
$75.69 - $81.19 $31,032 - $33,287
-410 Reduced 11.58%
3,130 $243,000
Q1 2024

Apr 17, 2024
SELL
$72.89 - $81.43 $1.02 Million - $1.14 Million
-13,940 Reduced 79.75%
3,540 $288,000
Q4 2023

Jan 08, 2024
BUY
$63.01 - $75.95 $10,585 - $12,759
168 Added 0.97%
17,480 $1.32 Million
Q3 2023

Nov 02, 2023
BUY
$66.75 - $73.98 $46,391 - $51,416
695 Added 4.18%
17,312 $1.17 Million
Q2 2023

Jul 24, 2023
BUY
$65.29 - $71.03 $48,510 - $52,775
743 Added 4.68%
16,617 $1.18 Million
Q1 2023

May 05, 2023
BUY
$64.24 - $73.9 $86,659 - $99,691
1,349 Added 9.29%
15,874 $1.08 Million
Q4 2022

Jan 18, 2023
BUY
$61.05 - $69.94 $17,277 - $19,793
283 Added 1.99%
14,525 $0
Q3 2022

Oct 18, 2022
BUY
$60.5 - $72.51 $14,096 - $16,894
233 Added 1.66%
14,242 $862,000
Q2 2022

Jul 13, 2022
BUY
$60.91 - $76.4 $62,615 - $78,539
1,028 Added 7.92%
14,009 $879,000
Q1 2022

Apr 26, 2022
BUY
$70.66 - $80.89 $65,855 - $75,389
932 Added 7.74%
12,981 $985,000
Q4 2021

Jan 18, 2022
BUY
$76.01 - $83.39 $14,593 - $16,010
192 Added 1.62%
12,049 $969,000
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $20,080 - $21,775
269 Added 2.32%
11,857 $909,000
Q2 2021

Jul 30, 2021
BUY
$74.64 - $79.12 $12,838 - $13,608
172 Added 1.51%
11,588 $907,000
Q1 2021

Apr 23, 2021
BUY
$67.07 - $76.85 $54,259 - $62,171
809 Added 7.63%
11,416 $850,000
Q4 2020

Jan 29, 2021
BUY
$55.93 - $68.45 $52,797 - $64,616
944 Added 9.77%
10,607 $723,000
Q3 2020

Nov 03, 2020
SELL
$51.99 - $58.83 $31,038 - $35,121
-597 Reduced 5.82%
9,663 $536,000
Q2 2020

Jul 15, 2020
BUY
$39.01 - $57.03 $62,494 - $91,362
1,602 Added 18.5%
10,260 $540,000
Q1 2020

Apr 09, 2020
BUY
$35.83 - $62.24 $37,514 - $65,165
1,047 Added 13.76%
8,658 $365,000
Q4 2019

Jan 15, 2020
BUY
$54.56 - $60.24 $10,584 - $11,686
194 Added 2.62%
7,611 $458,000
Q3 2019

Nov 08, 2019
SELL
$56.23 - $57.59 $11,920 - $12,209
-212 Reduced 2.78%
7,417 $419,000
Q2 2019

Aug 05, 2019
BUY
N/A
413 Added 5.72%
7,629 $436,000
Q1 2019

May 13, 2019
BUY
N/A
409 Added 6.01%
7,216 $400,000
Q4 2018

Jan 17, 2019
BUY
N/A
107 Added 1.6%
6,807 $326,000
Q3 2018

Nov 14, 2018
BUY
N/A
136 Added 2.07%
6,700 $362,000
Q2 2018

Aug 13, 2018
BUY
N/A
644 Added 10.88%
6,564 $368,000
Q1 2018

Apr 20, 2018
SELL
N/A
-123 Reduced 2.04%
5,920 $313,000
Q4 2017

Feb 01, 2018
BUY
N/A
6,043
6,043 $338,000

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
276M
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
Track This Portfolio

Track Arlington Financial Advisors, LLC Portfolio

Follow Arlington Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arlington Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arlington Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email