Gleason Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Gleason Group, Inc.

  • $567 Million
  • Q4 2024

A detailed history of Gleason Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gleason Group, Inc. holds 183,845 shares of SCHM stock, worth $5.37 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
183,845
Previous 58,291 215.39%
Holding current value
$5.37 Million
Previous $4.84 Million 5.18%
% of portfolio
0.9%
Previous 0.89%

Shares

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

Jan 13, 2025
BUY
$27.54 - $83.04 $3.46 Million - $10.4 Million
125,554 Added 215.39%
183,845 $5.09 Million
Q3 2024

Oct 15, 2024
BUY
$75.47 - $83.18 $178,260 - $196,471
2,362 Added 4.22%
58,291 $4.84 Million
Q2 2024

Jul 12, 2024
BUY
$75.69 - $81.19 $908 - $974
12 Added 0.02%
55,929 $4.35 Million
Q1 2024

Apr 12, 2024
BUY
$72.89 - $81.43 $90,820 - $101,461
1,246 Added 2.28%
55,917 $4.55 Million
Q4 2023

Jan 19, 2024
BUY
$63.01 - $75.95 $269,871 - $325,293
4,283 Added 8.5%
54,671 $4.12 Million
Q3 2023

Oct 12, 2023
BUY
$66.75 - $73.98 $367,058 - $406,816
5,499 Added 12.25%
50,388 $3.41 Million
Q2 2023

Jul 20, 2023
SELL
$65.29 - $71.03 $3.47 Million - $3.78 Million
-53,205 Reduced 54.24%
44,889 $3.19 Million
Q1 2023

Apr 14, 2023
SELL
$64.24 - $73.9 $1.6 Million - $1.84 Million
-24,900 Reduced 20.24%
98,094 $6.66 Million
Q4 2022

Jan 11, 2023
BUY
$61.05 - $69.94 $7.51 Million - $8.6 Million
122,994 New
122,994 $0

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

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Gleason Group, Inc. Portfolio

Follow Gleason Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gleason Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gleason Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email