Pachira Investments Inc. Schwab Strategic U.S. Mid Cap Transaction History

Pachira Investments Inc.

$128 Million
Q3 2024

A detailed history of Pachira Investments Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pachira Investments Inc. holds 5,980 shares of SCHM stock, worth $168,456. This represents 0.39% of its overall portfolio holdings.

Number of Shares

5,980

Previous 5,938 0.71%

Holding current value

$168,456

Previous $462,000 7.36%

% of portfolio

0.39%

Previous 0.41%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$75.47 - $83.18 $3,169 - $3,493	42 Added 0.71%	5,980 $496,000
Q1 2024 Apr 19, 2024	BUY	$72.89 - $81.43 $1,384 - $1,547	19 Added 0.32%	5,938 $483,000
Q4 2023 Jan 16, 2024	BUY	$63.01 - $75.95 $1,764 - $2,126	28 Added 0.48%	5,919 $445,000
Q3 2023 Oct 25, 2023	BUY	$66.75 - $73.98 $1,535 - $1,701	23 Added 0.39%	5,891 $398,000
Q2 2023 Jul 28, 2023	SELL	$65.29 - $71.03 $4,831 - $5,256	-74 Reduced 1.25%	5,868 $416,000
Q1 2023 Apr 21, 2023	BUY	$64.24 - $73.9 $7,708 - $8,868	120 Added 2.06%	5,942 $403,000
Q4 2022 Jan 24, 2023	BUY	$61.05 - $69.94 $1,770 - $2,028	29 Added 0.5%	5,822 $382,000
Q4 2019 Jan 22, 2020	BUY	$54.56 - $60.24 $32,135 - $35,481	589 Added 11.32%	5,793 $348,000
Q3 2019 Oct 21, 2019	BUY	$56.23 - $57.59 $19,849 - $20,329	353 Added 7.28%	5,204 $294,000
Q4 2018 Jan 25, 2019	BUY	N/A	4,851 New	4,851 $233,000

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Pachira Investments Inc. Schwab Strategic U.S. Mid Cap Transaction History