Mgo One Seven LLC Schwab Strategic U.S. Mid Cap Transaction History

Mgo One Seven LLC

$2.53 Billion
Q4 2024

A detailed history of Mgo One Seven LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mgo One Seven LLC holds 8,732 shares of SCHM stock, worth $243,972. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,732

Previous 6,412 36.18%

Holding current value

$243,972

Previous $532,000 54.7%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $63,892 - $192,652	2,320 Added 36.18%	8,732 $241,000
Q3 2024 Oct 15, 2024	SELL	$75.47 - $83.18 $2,264 - $2,495	-30 Reduced 0.47%	6,412 $532,000
Q2 2024 Aug 07, 2024	SELL	$75.69 - $81.19 $185,289 - $198,753	-2,448 Reduced 27.54%	6,442 $501,000
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $647,992 - $723,912	8,890 New	8,890 $723,000
Q3 2020 Oct 30, 2020	SELL	$51.99 - $58.83 $280,174 - $317,034	-5,389 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	$39.01 - $57.03 $74,236 - $108,528	-1,903 Reduced 26.1%	5,389 $284,000
Q3 2018 Oct 09, 2018	BUY	N/A	7,292 New	7,292 $421,000

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
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