Coston, Mc Isaac & Partners Schwab Strategic U.S. Mid Cap Transaction History

Coston, Mc Isaac & Partners

  • $281 Million
  • Q4 2024

A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 3,060 shares of SCHM stock, worth $88,556. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,060
Previous 1,020 200.0%
Holding current value
$88,556
Previous $84,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 23, 2025
BUY
$27.54 - $83.04 $56,181 - $169,401
2,040 Added 200.0%
3,060 $84,000
Q2 2022

Sep 21, 2022
BUY
$60.91 - $76.4 $62,128 - $77,928
1,020 New
1,020 $64,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
149M
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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