Boyer & Corporon Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Boyer & Corporon Wealth Management, LLC

  • $281 Million
  • Q4 2024

A detailed history of Boyer & Corporon Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Boyer & Corporon Wealth Management, LLC holds 25,774 shares of SCHM stock, worth $720,125. This represents 0.25% of its overall portfolio holdings.

Number of Shares
25,774
Previous 7,924 225.27%
Holding current value
$720,125
Previous $616,000 15.91%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Feb 12, 2025
BUY
$27.54 - $83.04 $491,589 - $1.48 Million
17,850 Added 225.27%
25,774 $714,000
Q2 2024

Aug 09, 2024
BUY
$75.69 - $81.19 $42,764 - $45,872
565 Added 7.68%
7,924 $616,000
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $25,001 - $27,930
-343 Reduced 4.45%
7,359 $599,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $9,010 - $10,860
143 Added 1.89%
7,702 $580,000
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $26,766 - $29,665
401 Added 5.6%
7,559 $511,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $86,574 - $94,185
1,326 Added 22.74%
7,158 $508,000
Q1 2023

May 05, 2023
BUY
$64.24 - $73.9 $8,543 - $9,828
133 Added 2.33%
5,832 $395,000
Q4 2022

Jan 30, 2023
SELL
$61.05 - $69.94 $5,433 - $6,224
-89 Reduced 1.54%
5,699 $374,000
Q3 2022

Nov 09, 2022
BUY
$60.5 - $72.51 $25,289 - $30,309
418 Added 7.78%
5,788 $350,000
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $11,024 - $13,828
181 Added 3.49%
5,370 $337,000
Q1 2022

May 04, 2022
BUY
$70.66 - $80.89 $4,663 - $5,338
66 Added 1.29%
5,189 $394,000
Q4 2021

Feb 08, 2022
BUY
$76.01 - $83.39 $18,014 - $19,763
237 Added 4.85%
5,123 $412,000
Q3 2021

Nov 10, 2021
BUY
$74.65 - $80.95 $364,739 - $395,521
4,886 New
4,886 $375,000
Q2 2021

Aug 09, 2021
SELL
$74.64 - $79.12 $452,691 - $479,862
-6,065 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $406,779 - $466,095
6,065 New
6,065 $451,000
Q4 2020

Feb 11, 2021
SELL
$55.93 - $68.45 $354,148 - $433,425
-6,332 Closed
0 $0
Q3 2020

Nov 06, 2020
SELL
$51.99 - $58.83 $31,038 - $35,121
-597 Reduced 8.62%
6,332 $351,000
Q2 2020

Aug 14, 2020
BUY
$39.01 - $57.03 $39,712 - $58,056
1,018 Added 17.22%
6,929 $365,000
Q1 2020

May 15, 2020
BUY
$35.83 - $62.24 $15,227 - $26,452
425 Added 7.75%
5,911 $249,000
Q4 2019

Feb 06, 2020
SELL
$54.56 - $60.24 $133,235 - $147,106
-2,442 Reduced 30.8%
5,486 $330,000
Q3 2019

Nov 13, 2019
SELL
$56.23 - $57.59 $7,478 - $7,659
-133 Reduced 1.65%
7,928 $448,000
Q2 2019

Aug 13, 2019
BUY
N/A
227 Added 2.9%
8,061 $460,000
Q1 2019

May 08, 2019
BUY
N/A
402 Added 5.41%
7,834 $434,000
Q4 2018

Feb 14, 2019
SELL
N/A
-376 Reduced 4.82%
7,432 $3.56 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-324 Reduced 3.98%
7,808 $452,000
Q2 2018

Aug 08, 2018
BUY
N/A
8,132 New
8,132 $446,000
Q1 2018

May 14, 2018
SELL
N/A
-9,381 Closed
0 $0
Q4 2017

Feb 13, 2018
SELL
N/A
-572 Reduced 5.75%
9,381 $500,000
Q3 2017

Nov 14, 2017
BUY
N/A
9,953
9,953 $499,000

Others Institutions Holding SCHM

# of Institutions
1,010
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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