A detailed history of Napatree Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Napatree Capital LLC holds 35,308 shares of SCHM stock, worth $985,093. This represents 2.23% of its overall portfolio holdings.

Number of Shares
35,308
Previous 35,308 -0.0%
Holding current value
$985,093
Previous $2.75 Billion -0.0%
% of portfolio
2.23%
Previous 2.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$75.69 - $81.19 $344,919 - $369,982
4,557 Added 14.82%
35,308 $2.75 Billion
Q1 2024

May 13, 2024

BUY
$72.89 - $81.43 $199,208 - $222,548
2,733 Added 9.75%
30,751 $2.35 Billion
Q4 2023

Mar 26, 2024

BUY
$63.01 - $75.95 $1.77 Million - $2.13 Million
28,018 New
28,018 $2.11 Billion

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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