Family Management Corp Schwab Strategic U.S. Mid Cap Transaction History

Family Management Corp

  • $613 Million
  • Q4 2024

A detailed history of Family Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Family Management Corp holds 7,896 shares of SCHM stock, worth $228,115. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,896
Previous 2,632 200.0%
Holding current value
$228,115
Previous $218,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 14, 2025
BUY
$27.54 - $83.04 $144,970 - $437,122
5,264 Added 200.0%
7,896 $218,000
Q4 2020

Feb 10, 2021
BUY
$55.93 - $68.45 $147,207 - $180,160
2,632 New
2,632 $179,000

Others Institutions Holding SCHM

# of Institutions
1,001
Shares Held
268M
Call Options Held
13.2K
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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