Frank, Rimerman Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Frank, Rimerman Advisors LLC

  • $1.36 Billion
  • Q4 2024

A detailed history of Frank, Rimerman Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 13,134 shares of SCHM stock, worth $374,581. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,134
Previous 4,378 200.0%
Holding current value
$374,581
Previous $363,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 10, 2025
BUY
$27.54 - $83.04 $241,140 - $727,098
8,756 Added 200.0%
13,134 $363,000
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $281,242 - $323,534
4,378 New
4,378 $297 Million

Others Institutions Holding SCHM

# of Institutions
990
Shares Held
224M
Call Options Held
8.1K
Put Options Held
3.6K
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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