Montag A & Associates Inc Schwab Strategic U.S. Mid Cap Transaction History

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025

A detailed history of Montag A & Associates Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Montag A & Associates Inc holds 6,642 shares of SCHM stock, worth $193,680. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,642
Previous 6,642 -0.0%
Holding current value
$193,680
Previous $186,000 5.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$27.54 - $83.04 $121,947 - $367,701
4,428 Added 200.0%
6,642 $184,000
Q4 2022

Feb 02, 2023
BUY
$61.05 - $69.94 $135,164 - $154,847
2,214 New
2,214 $145,000

Others Institutions Holding SCHM

# of Institutions
1,072
Shares Held
283M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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  • Industry ETFs
More about SCHM
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