Howe & Rusling Inc Schwab Strategic U.S. Mid Cap Transaction History

Howe & Rusling Inc

$1.16 Billion
Q4 2024

A detailed history of Howe & Rusling Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Howe & Rusling Inc holds 396 shares of SCHM stock, worth $11,044. This represents 0.0% of its overall portfolio holdings.

Number of Shares

396

Previous 132 200.0%

Holding current value

$11,044

Previous $10,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $7,270 - $21,922	264 Added 200.0%	396 $10,000
Q1 2024 May 15, 2024	SELL	$72.89 - $81.43 $21,867 - $24,429	-300 Reduced 69.44%	132 $10,000
Q4 2023 Feb 05, 2024	BUY	$63.01 - $75.95 $1,953 - $2,354	31 Added 7.73%	432 $32,000
Q3 2023 Nov 08, 2023	SELL	$66.75 - $73.98 $1,935 - $2,145	-29 Reduced 6.74%	401 $27,000
Q2 2023 Aug 14, 2023	SELL	$65.29 - $71.03 $12,862 - $13,992	-197 Reduced 31.42%	430 $30,000
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $6,809 - $7,833	-106 Reduced 14.46%	627 $42,000
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $6,471 - $7,413	106 Added 16.91%	733 $48,000
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $38,190 - $47,902	627 New	627 $39,000
Q2 2020 Jul 15, 2020	SELL	$39.01 - $57.03 $78 - $114	-2 Closed	0 $0
Q1 2019 Apr 29, 2019	SELL	N/A	-32 Reduced 94.12%	2 $0
Q4 2018 Feb 04, 2019	BUY	N/A	32 Added 1600.0%	34 $2,000
Q4 2017 Jan 24, 2018	BUY	N/A	2	2 $0

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Howe & Rusling Inc with notifications on news.

Account