First Pacific Financial Schwab Strategic U.S. Mid Cap Transaction History

First Pacific Financial

  • $355 Million
  • Q4 2024

A detailed history of First Pacific Financial transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Pacific Financial holds 37,559 shares of SCHM stock, worth $1.1 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
37,559
Previous 15,773 138.12%
Holding current value
$1.1 Million
Previous $1.31 Million 20.61%
% of portfolio
0.29%
Previous 0.39%

Shares

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

Jan 14, 2025
BUY
$27.54 - $83.04 $599,986 - $1.81 Million
21,786 Added 138.12%
37,559 $1.04 Million
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $52,678 - $58,059
-698 Reduced 4.24%
15,773 $1.31 Million
Q2 2024

Jul 19, 2024
SELL
$75.69 - $81.19 $31,562 - $33,856
-417 Reduced 2.47%
16,471 $1.28 Million
Q1 2024

Apr 24, 2024
SELL
$72.89 - $81.43 $475,607 - $531,330
-6,525 Reduced 27.87%
16,888 $1.38 Million
Q4 2023

Jan 17, 2024
SELL
$63.01 - $75.95 $102,076 - $123,039
-1,620 Reduced 6.47%
23,413 $1.76 Million
Q3 2023

Oct 23, 2023
SELL
$66.75 - $73.98 $22,628 - $25,079
-339 Reduced 1.34%
25,033 $1.69 Million
Q2 2023

Aug 08, 2023
SELL
$65.29 - $71.03 $20,435 - $22,232
-313 Reduced 1.22%
25,372 $1.8 Million
Q1 2023

Apr 21, 2023
SELL
$64.24 - $73.9 $141,841 - $163,171
-2,208 Reduced 7.92%
25,685 $1.74 Million
Q4 2022

Jan 27, 2023
SELL
$61.05 - $69.94 $14,896 - $17,065
-244 Reduced 0.87%
27,893 $0
Q3 2022

Oct 21, 2022
SELL
$60.5 - $72.51 $2,904 - $3,480
-48 Reduced 0.17%
28,137 $1.7 Million
Q2 2022

Jul 20, 2022
BUY
$60.91 - $76.4 $1.28 Million - $1.61 Million
21,046 Added 294.8%
28,185 $1.77 Million
Q1 2022

Apr 25, 2022
BUY
$70.66 - $80.89 $504,441 - $577,473
7,139 New
7,139 $542,000

Others Institutions Holding SCHM

# of Institutions
956
Shares Held
138M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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