Csenge Advisory Group Schwab Strategic U.S. Mid Cap Transaction History

Csenge Advisory Group

  • $1.97 Billion
  • Q3 2024

A detailed history of Csenge Advisory Group transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Csenge Advisory Group holds 36,046 shares of SCHM stock, worth $1.01 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
36,046
Previous 11,496 213.55%
Holding current value
$1.01 Million
Previous $894,000 235.01%
% of portfolio
0.15%
Previous 0.05%

Shares

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

Nov 13, 2024
BUY
$75.47 - $83.18 $1.85 Million - $2.04 Million
24,550 Added 213.55%
36,046 $3 Million
Q2 2024

Jul 10, 2024
SELL
$75.69 - $81.19 $7,720 - $8,281
-102 Reduced 0.88%
11,496 $894,000
Q1 2024

May 03, 2024
SELL
$72.89 - $81.43 $68,152 - $76,137
-935 Reduced 7.46%
11,598 $944,000
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $75,107 - $90,532
-1,192 Reduced 8.68%
12,533 $943,000
Q3 2023

Nov 01, 2023
SELL
$66.75 - $73.98 $45,256 - $50,158
-678 Reduced 4.71%
13,725 $928,000
Q2 2023

Jul 20, 2023
BUY
$65.29 - $71.03 $77,107 - $83,886
1,181 Added 8.93%
14,403 $1.02 Million
Q1 2023

May 01, 2023
SELL
$64.24 - $73.9 $29,871 - $34,363
-465 Reduced 3.4%
13,222 $897,000
Q4 2022

Feb 10, 2023
SELL
$61.05 - $69.94 $105,006 - $120,296
-1,720 Reduced 11.16%
13,687 $898,000
Q3 2022

Oct 04, 2022
BUY
$60.5 - $72.51 $147,257 - $176,489
2,434 Added 18.76%
15,407 $933,000
Q2 2022

Jul 27, 2022
BUY
$60.91 - $76.4 $790,185 - $991,137
12,973 New
12,973 $814,000

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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