Main Street Financial Solutions, LLC Schwab Strategic U.S. Mid Cap Transaction History

Main Street Financial Solutions, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Main Street Financial Solutions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 85,616 shares of SCHM stock, worth $2.5 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
85,616
Previous 84,115 1.78%
Holding current value
$2.5 Million
Previous $6.55 Million 8.66%
% of portfolio
0.64%
Previous 0.6%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$75.47 - $83.18 $113,280 - $124,853
1,501 Added 1.78%
85,616 $7.11 Million
Q2 2024

Aug 07, 2024
BUY
$75.69 - $81.19 $299,505 - $321,268
3,957 Added 4.94%
84,115 $6.55 Million
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $280,334 - $313,179
3,846 Added 5.04%
80,158 $6.53 Million
Q4 2023

Feb 08, 2024
BUY
$63.01 - $75.95 $173,025 - $208,558
2,746 Added 3.73%
76,312 $5.75 Million
Q3 2023

Nov 02, 2023
BUY
$66.75 - $73.98 $284,488 - $315,302
4,262 Added 6.15%
73,566 $4.98 Million
Q2 2023

Aug 04, 2023
BUY
$65.29 - $71.03 $257,307 - $279,929
3,941 Added 6.03%
69,304 $4.92 Million
Q1 2023

Apr 20, 2023
BUY
$64.24 - $73.9 $41,691 - $47,961
649 Added 1.0%
65,363 $4.43 Million
Q4 2022

Feb 07, 2023
BUY
$61.05 - $69.94 $3.95 Million - $4.53 Million
64,714 New
64,714 $4.25 Million
Q3 2022

Oct 24, 2022
BUY
$60.5 - $72.51 $444,554 - $532,803
7,348 Added 13.04%
63,719 $3.86 Million
Q2 2022

Jul 27, 2022
SELL
$60.91 - $76.4 $16,689 - $20,933
-274 Reduced 0.48%
56,371 $3.54 Million
Q1 2022

Apr 22, 2022
BUY
$70.66 - $80.89 $214,170 - $245,177
3,031 Added 5.65%
56,645 $4.3 Million
Q4 2021

Feb 08, 2022
BUY
$76.01 - $83.39 $51,534 - $56,538
678 Added 1.28%
53,614 $4.31 Million
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $319,128 - $346,061
4,275 Added 8.79%
52,936 $4.06 Million
Q2 2021

Aug 10, 2021
BUY
$74.64 - $79.12 $207,872 - $220,349
2,785 Added 6.07%
48,661 $3.81 Million
Q1 2021

May 17, 2021
BUY
$67.07 - $76.85 $147,151 - $168,608
2,194 Added 5.02%
45,876 $3.42 Million
Q4 2020

Mar 01, 2021
BUY
$55.93 - $68.45 $2.44 Million - $2.99 Million
43,682 New
43,682 $2.98 Million

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 Main Street Financial Solutions, LLC Portfolio

Follow Main Street Financial Solutions, LLC 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 Main Street Financial Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Main Street Financial Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email