Aspire Capital Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Aspire Capital Advisors LLC

  • $326 Million
  • Q3 2024

A detailed history of Aspire Capital Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Aspire Capital Advisors LLC holds 4,948 shares of SCHM stock, worth $138,989. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,948
Previous 5,334 7.24%
Holding current value
$138,989
Previous $415,000 0.96%
% of portfolio
0.13%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$75.47 - $83.18 $29,131 - $32,107
-386 Reduced 7.24%
4,948 $411,000
Q1 2024

May 10, 2024
SELL
$72.89 - $81.43 $6,778 - $7,572
-93 Reduced 1.71%
5,334 $434,000
Q4 2023

Jan 29, 2024
BUY
$63.01 - $75.95 $630 - $759
10 Added 0.18%
5,427 $408,000
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $38,982 - $43,204
584 Added 12.08%
5,417 $366,000
Q2 2023

Jul 26, 2023
SELL
$65.29 - $71.03 $33,167 - $36,083
-508 Reduced 9.51%
4,833 $343,000
Q1 2023

May 04, 2023
SELL
$64.24 - $73.9 $402,977 - $463,574
-6,273 Reduced 54.01%
5,341 $362,000
Q4 2022

Feb 13, 2023
SELL
$61.05 - $69.94 $220,329 - $252,413
-3,609 Reduced 23.71%
11,614 $761,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $43,620 - $52,279
-721 Reduced 4.52%
15,223 $921,000
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $179,989 - $225,762
2,955 Added 22.75%
15,944 $1 Million
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $917,802 - $1.05 Million
12,989 New
12,989 $985,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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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