Econ Financial Services Corp Schwab Strategic U.S. Mid Cap Transaction History

Econ Financial Services Corp

$163 Million
Q4 2024

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Econ Financial Services Corp holds 62,826 shares of SCHM stock, worth $1.79 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

62,826

Previous 21,757 188.76%

Holding current value

$1.79 Million

Previous $1.81 Million 3.71%

% of portfolio

1.07%

Previous 1.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$27.54 - $83.04 $1.13 Million - $3.41 Million	41,069 Added 188.76%	62,826 $1.74 Million
Q3 2024 Oct 18, 2024	BUY	$75.47 - $83.18 $24,225 - $26,700	321 Added 1.5%	21,757 $1.81 Million
Q2 2024 Aug 12, 2024	BUY	$75.69 - $81.19 $31,714 - $34,018	419 Added 1.99%	21,436 $1.67 Million
Q1 2024 May 15, 2024	SELL	$72.89 - $81.43 $438,068 - $489,394	-6,010 Reduced 22.24%	21,017 $1.71 Million
Q4 2023 Feb 07, 2024	SELL	$63.01 - $75.95 $27,094 - $32,658	-430 Reduced 1.57%	27,027 $2.04 Million
Q3 2023 Nov 09, 2023	BUY	$66.75 - $73.98 $1.83 Million - $2.03 Million	27,457 New	27,457 $1.86 Million
Q4 2022 Jan 26, 2023	BUY	$61.05 - $69.94 $3,601 - $4,126	59 Added 0.83%	7,152 $0
Q3 2022 Oct 05, 2022	SELL	$60.5 - $72.51 $2.77 Million - $3.32 Million	-45,807 Reduced 86.59%	7,093 $429,000
Q2 2022 Jul 19, 2022	BUY	$60.91 - $76.4 $421,436 - $528,611	6,919 Added 15.05%	52,900 $3.32 Million
Q1 2022 Apr 22, 2022	SELL	$70.66 - $80.89 $2.39 Million - $2.74 Million	-33,849 Reduced 42.4%	45,981 $3.49 Million
Q4 2021 Jan 26, 2022	BUY	$76.01 - $83.39 $998,619 - $1.1 Million	13,138 Added 19.7%	79,830 $7,000
Q2 2019 Aug 08, 2019	BUY	N/A	16,539 Added 32.98%	66,692 $3.81 Million
Q1 2019 May 08, 2019	SELL	N/A	-12,106 Reduced 19.44%	50,153 $2.78 Million
Q4 2018 Feb 07, 2019	BUY	N/A	62,259 New	62,259 $2.98 Million

Others Institutions Holding SCHM

# of Institutions

990

Shares Held

224M

Call Options Held

8.1K

Put Options Held

3.6K

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About SCHWAB STRATEGIC U.S. MID-CAP

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Econ Financial Services Corp Schwab Strategic U.S. Mid Cap Transaction History