Greenwood Gearhart Inc Schwab Strategic U.S. Mid Cap Transaction History

Greenwood Gearhart Inc

  • $1.04 Billion
  • Q2 2024

A detailed history of Greenwood Gearhart Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Greenwood Gearhart Inc holds 4,065 shares of SCHM stock, worth $113,616. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,065
Previous 4,980 18.37%
Holding current value
$113,616
Previous $405,000 21.98%
% of portfolio
0.03%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$75.69 - $81.19 $69,256 - $74,288
-915 Reduced 18.37%
4,065 $316,000
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $11,516 - $12,865
158 Added 3.28%
4,980 $405,000
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $8,128 - $9,797
-129 Reduced 2.61%
4,822 $363,000
Q3 2023

Nov 15, 2023
BUY
$66.75 - $73.98 $11,347 - $12,576
170 Added 3.56%
4,951 $335,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $10,250 - $11,151
157 Added 3.4%
4,781 $339,000
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $24,411 - $28,082
-380 Reduced 7.59%
4,624 $313,000
Q4 2022

Feb 15, 2023
BUY
$61.05 - $69.94 $5,311 - $6,084
87 Added 1.77%
5,004 $328,000
Q3 2022

Nov 15, 2022
BUY
$60.5 - $72.51 $30,371 - $36,400
502 Added 11.37%
4,917 $298,000
Q2 2022

Aug 16, 2022
BUY
$60.91 - $76.4 $18,760 - $23,531
308 Added 7.5%
4,415 $277,000
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $11,234 - $12,861
-159 Reduced 3.73%
4,107 $312,000
Q4 2021

Feb 15, 2022
SELL
$76.01 - $83.39 $103,981 - $114,077
-1,368 Reduced 24.28%
4,266 $343,000
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $138,177 - $149,838
1,851 Added 48.93%
5,634 $432,000
Q2 2021

Aug 13, 2021
BUY
$74.64 - $79.12 $9,255 - $9,810
124 Added 3.39%
3,783 $296,000
Q1 2021

May 13, 2021
BUY
$67.07 - $76.85 $18,175 - $20,826
271 Added 8.0%
3,659 $272,000
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $189,490 - $231,908
3,388 New
3,388 $231,000
Q2 2019

Aug 07, 2019
SELL
N/A
-4,025 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
4,025 New
4,025 $223,000
Q4 2018

Jan 28, 2019
SELL
N/A
-4,021 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
N/A
20 Added 0.5%
4,021 $233,000
Q2 2018

Aug 09, 2018
SELL
N/A
-1,093 Reduced 21.46%
4,001 $220,000
Q1 2018

May 15, 2018
BUY
N/A
180 Added 3.66%
5,094 $269,000
Q4 2017

Feb 12, 2018
BUY
N/A
4,914
4,914 $262,000

Others Institutions Holding SCHM

# of Institutions
925
Shares Held
96.2M
Call Options Held
6.2K
Put Options Held
3K
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 Greenwood Gearhart Inc Portfolio

Follow Greenwood Gearhart 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 Greenwood Gearhart Inc, based on Form 13F filings with the SEC.

News

Stay updated on Greenwood Gearhart Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email