Horizon Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Horizon Financial Services, LLC

  • $172 Million
  • Q4 2024

A detailed history of Horizon Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Horizon Financial Services, LLC holds 310,056 shares of SCHM stock, worth $8.11 Million. This represents 4.98% of its overall portfolio holdings.

Number of Shares
310,056
Previous 102,391 202.82%
Holding current value
$8.11 Million
Previous $8.51 Million 0.99%
% of portfolio
4.98%
Previous 5.23%

Shares

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

Feb 12, 2025
BUY
$27.54 - $83.04 $5.72 Million - $17.2 Million
207,665 Added 202.82%
310,056 $8.59 Million
Q3 2024

Nov 13, 2024
BUY
$75.47 - $83.18 $183,090 - $201,794
2,426 Added 2.43%
102,391 $8.51 Million
Q2 2024

Jul 30, 2024
BUY
$75.69 - $81.19 $222,225 - $238,373
2,936 Added 3.03%
99,965 $7.78 Million
Q1 2024

Apr 26, 2024
BUY
$72.89 - $81.43 $152,412 - $170,270
2,091 Added 2.2%
97,029 $7.9 Million
Q4 2023

Feb 15, 2024
SELL
$63.01 - $75.95 $58,221 - $70,177
-924 Reduced 0.96%
94,938 $7.15 Million
Q3 2023

Oct 25, 2023
BUY
$66.75 - $73.98 $290,763 - $322,256
4,356 Added 4.76%
95,862 $6.49 Million
Q2 2023

Jul 20, 2023
BUY
$65.29 - $71.03 $173,671 - $188,939
2,660 Added 2.99%
91,506 $6.5 Million
Q1 2023

Apr 19, 2023
SELL
$64.24 - $73.9 $1.47 Million - $1.69 Million
-22,892 Reduced 20.49%
88,846 $6.03 Million
Q4 2022

Jan 17, 2023
SELL
$61.05 - $69.94 $139,438 - $159,742
-2,284 Reduced 2.0%
111,738 $0
Q3 2022

Oct 21, 2022
SELL
$60.5 - $72.51 $568,397 - $681,231
-9,395 Reduced 7.61%
114,022 $6.9 Million
Q2 2022

Jul 22, 2022
BUY
$60.91 - $76.4 $15,166 - $19,023
249 Added 0.2%
123,417 $7.74 Million
Q1 2022

Apr 27, 2022
BUY
$70.66 - $80.89 $3 Million - $3.43 Million
42,450 Added 52.59%
123,168 $9.34 Million
Q4 2021

Jan 31, 2022
BUY
$76.01 - $83.39 $971,407 - $1.07 Million
12,780 Added 18.81%
80,718 $0
Q3 2021

Oct 22, 2021
BUY
$74.65 - $80.95 $1.87 Million - $2.02 Million
24,985 Added 58.17%
67,938 $5.21 Million
Q2 2021

Jul 22, 2021
BUY
$74.64 - $79.12 $3.21 Million - $3.4 Million
42,953 New
42,953 $3.36 Million

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
275M
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
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More about SCHM
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