Heritage Trust CO Schwab Strategic U.S. Mid Cap Transaction History

Heritage Trust CO

  • $827 Million
  • Q4 2024

A detailed history of Heritage Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heritage Trust CO holds 17,100 shares of SCHM stock, worth $437,417. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,100
Previous 5,700 200.0%
Holding current value
$437,417
Previous $443,000 6.77%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Feb 13, 2025
BUY
$27.54 - $83.04 $313,956 - $946,656
11,400 Added 200.0%
17,100 $473,000
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $372,153 - $404,871
5,700 New
5,700 $404,000

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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