First Republic Investment Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

First Republic Investment Management, Inc.

  • $34.7 Billion
  • Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 189,695 shares of SCHM stock, worth $4.95 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
189,695
Previous 192,657 1.54%
Holding current value
$4.95 Million
Previous $13.7 Million 6.18%
% of portfolio
0.04%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$66.75 - $73.98 $197,713 - $219,128
-2,962 Reduced 1.54%
189,695 $12.8 Million
Q2 2023

Jul 28, 2023
SELL
$65.29 - $71.03 $865,157 - $941,218
-13,251 Reduced 6.44%
192,657 $13.7 Million
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $766,575 - $881,848
11,933 Added 6.15%
205,908 $14 Million
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $2.07 Million - $2.37 Million
33,920 Added 21.19%
193,975 $12.7 Million
Q3 2022

Nov 03, 2022
BUY
$60.5 - $72.51 $451,995 - $541,722
7,471 Added 4.9%
160,055 $9.69 Million
Q2 2022

Aug 16, 2022
SELL
$60.91 - $76.4 $1.47 Million - $1.84 Million
-24,085 Reduced 13.63%
152,584 $9.57 Million
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $999,344 - $1.14 Million
14,143 Added 8.7%
176,669 $13.4 Million
Q4 2021

Feb 09, 2022
BUY
$76.01 - $83.39 $61,796 - $67,796
813 Added 0.5%
162,526 $13.1 Million
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $729,181 - $790,719
9,768 Added 6.43%
161,713 $12.4 Million
Q2 2021

Aug 16, 2021
BUY
$74.64 - $79.12 $615,630 - $652,581
8,248 Added 5.74%
151,945 $11.9 Million
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $100,537 - $115,198
1,499 Added 1.05%
143,697 $10.7 Million
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $100,562 - $123,073
1,798 Added 1.28%
142,198 $9.7 Million
Q3 2020

Nov 12, 2020
BUY
$51.99 - $58.83 $1.74 Million - $1.96 Million
33,399 Added 31.21%
140,400 $7.79 Million
Q2 2020

Aug 13, 2020
BUY
$39.01 - $57.03 $3.19 Million - $4.66 Million
81,670 Added 322.41%
107,001 $5.63 Million
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $14,332 - $24,896
-400 Reduced 1.55%
25,331 $1.07 Million
Q4 2019

Feb 14, 2020
SELL
$54.56 - $60.24 $62,580 - $69,095
-1,147 Reduced 4.27%
25,731 $1.55 Million
Q3 2019

Nov 08, 2019
BUY
$56.23 - $57.59 $53,812 - $55,113
957 Added 3.69%
26,878 $1.52 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,470 Reduced 5.37%
25,921 $1.48 Million
Q1 2019

Apr 30, 2019
BUY
N/A
2,371 Added 9.48%
27,391 $1.52 Million
Q4 2018

Feb 12, 2019
BUY
N/A
18,600 Added 289.72%
25,020 $1.2 Million
Q3 2018

Nov 13, 2018
BUY
N/A
322 Added 5.28%
6,420 $371,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,905 Added 45.43%
6,098 $335,000
Q4 2017

Feb 09, 2018
BUY
N/A
208 Added 5.22%
4,193 $223,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,985
3,985 $200,000

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
271M
Call Options Held
15K
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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