Boston Mountain Money Management Inc Schwab Strategic U.S. Mid Cap Transaction History

Boston Mountain Money Management Inc

  • $172 Billion
  • Q3 2024

A detailed history of Boston Mountain Money Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Boston Mountain Money Management Inc holds 28,525 shares of SCHM stock, worth $801,267. This represents 1.38% of its overall portfolio holdings.

Number of Shares
28,525
Previous 29,029 1.74%
Holding current value
$801,267
Previous $2.26 Billion 4.9%
% of portfolio
1.38%
Previous 1.49%

Shares

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

Oct 11, 2024
SELL
$75.47 - $83.18 $38,036 - $41,922
-504 Reduced 1.74%
28,525 $2.37 Billion
Q2 2024

Jul 19, 2024
SELL
$75.69 - $81.19 $80,988 - $86,873
-1,070 Reduced 3.55%
29,029 $2.26 Billion
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $2.19 Million - $2.45 Million
30,099 New
30,099 $2.45 Billion

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
Track This Portfolio

Track Boston Mountain Money Management Inc Portfolio

Follow Boston Mountain Money Management Inc 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 Boston Mountain Money Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Boston Mountain Money Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email