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

Edge Capital Group, LLC

  • $1.9 Billion
  • Q4 2024

A detailed history of Edge Capital Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Edge Capital Group, LLC holds 55,551 shares of SCHM stock, worth $1.62 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
55,551
Previous 18,517 200.0%
Holding current value
$1.62 Million
Previous $1.54 Million 0.07%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Feb 04, 2025
BUY
$27.54 - $83.04 $1.02 Million - $3.08 Million
37,034 Added 200.0%
55,551 $1.54 Million
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $41,838 - $50,430
-664 Reduced 3.46%
18,517 $1.39 Million
Q2 2022

Aug 08, 2022
SELL
$60.91 - $76.4 $104,704 - $131,331
-1,719 Reduced 8.22%
19,181 $1.2 Million
Q1 2022

May 03, 2022
BUY
$70.66 - $80.89 $423 - $485
6 Added 0.03%
20,900 $1.59 Million
Q4 2021

Jan 19, 2022
BUY
$76.01 - $83.39 $456 - $500
6 Added 0.03%
20,894 $1.68 Million
Q3 2021

Oct 26, 2021
BUY
$74.65 - $80.95 $447 - $485
6 Added 0.03%
20,888 $1.6 Million
Q2 2021

Aug 09, 2021
BUY
$74.64 - $79.12 $298 - $316
4 Added 0.02%
20,882 $1.63 Million
Q1 2021

May 13, 2021
BUY
$67.07 - $76.85 $201 - $230
3 Added 0.01%
20,878 $1.55 Million
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $391 - $479
7 Added 0.03%
20,875 $1.42 Million
Q3 2020

Nov 09, 2020
BUY
$51.99 - $58.83 $311 - $352
6 Added 0.03%
20,868 $1.16 Million
Q2 2020

Aug 11, 2020
BUY
$39.01 - $57.03 $195 - $285
5 Added 0.02%
20,862 $1.1 Million
Q1 2020

May 08, 2020
BUY
$35.83 - $62.24 $286 - $497
8 Added 0.04%
20,857 $879,000
Q4 2019

Feb 11, 2020
BUY
$54.56 - $60.24 $818 - $903
15 Added 0.07%
20,849 $1.25 Million
Q3 2019

Nov 12, 2019
BUY
$56.23 - $57.59 $337 - $345
6 Added 0.03%
20,834 $1.18 Million
Q1 2019

May 14, 2019
BUY
N/A
5 Added 0.02%
20,828 $1.15 Million
Q4 2018

Feb 14, 2019
BUY
N/A
20,823 New
20,823 $998,000

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
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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