A detailed history of First Capital Advisors Group, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Capital Advisors Group, Llc. holds 52,007 shares of SCHM stock, worth $1.46 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
52,007
Previous 31,971 62.67%
Holding current value
$1.46 Million
Previous $2.17 Million 70.31%
% of portfolio
1.97%
Previous 1.41%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 15, 2023

BUY
$65.29 - $71.03 $1.31 Million - $1.42 Million
20,036 Added 62.67%
52,007 $3.69 Million
Q1 2023

May 15, 2023

BUY
$64.24 - $73.9 $15,867 - $18,253
247 Added 0.78%
31,971 $2.17 Million
Q4 2022

Feb 14, 2023

BUY
$61.05 - $69.94 $43,833 - $50,216
718 Added 2.32%
31,724 $2.08 Million
Q3 2022

Nov 14, 2022

BUY
$60.5 - $72.51 $13,370 - $16,024
221 Added 0.72%
31,006 $1.88 Million
Q2 2022

Aug 15, 2022

SELL
$60.91 - $76.4 $1.22 Million - $1.53 Million
-20,081 Reduced 39.48%
30,785 $1.93 Million
Q1 2022

May 16, 2022

SELL
$70.66 - $80.89 $786,516 - $900,386
-11,131 Reduced 17.95%
50,866 $3.86 Million
Q4 2021

Mar 02, 2022

SELL
$76.01 - $83.39 $1.21 Million - $1.33 Million
-15,921 Reduced 20.43%
61,997 $4.99 Million
Q4 2018

Feb 07, 2019

SELL
N/A
-6,044 Reduced 7.2%
77,918 $3.74 Million
Q3 2018

Oct 24, 2018

BUY
N/A
2,652 Added 3.26%
83,962 $4.86 Million
Q2 2018

Jul 30, 2018

BUY
N/A
13,997 Added 20.79%
81,310 $4.46 Million
Q1 2018

Apr 11, 2018

BUY
N/A
12,214 Added 22.17%
67,313 $3.56 Million
Q4 2017

Jan 25, 2018

BUY
N/A
6,330 Added 12.98%
55,099 $0
Q3 2017

Oct 31, 2017

BUY
N/A
48,769
48,769 $2.44 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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