Capital Analysts, LLC Schwab Strategic U.S. Mid Cap Transaction History

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024

A detailed history of Capital Analysts, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Analysts, LLC holds 3,674 shares of SCHM stock, worth $102,467. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,674
Previous 851 331.73%
Holding current value
$102,467
Previous $71,000 43.66%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
BUY
$27.54 - $83.04 $77,745 - $234,421
2,823 Added 331.73%
3,674 $102,000
Q3 2024

Nov 13, 2024
BUY
$75.47 - $83.18 $12,377 - $13,641
164 Added 23.87%
851 $71,000
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $14,986 - $16,075
198 Added 40.49%
687 $53,000
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $35,643 - $39,819
489 New
489 $40,000

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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