Palouse Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Palouse Capital Management, Inc.

$140 Million
Q4 2024

A detailed history of Palouse Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Palouse Capital Management, Inc. holds 2,168 shares of SCHM stock, worth $56,736. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,168

Previous 640 238.75%

Holding current value

$56,736

Previous $53,000 13.21%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $42,081 - $126,885	1,528 Added 238.75%	2,168 $60,000
Q2 2024 Aug 12, 2024	BUY	$75.69 - $81.19 $3,708 - $3,978	49 Added 8.29%	640 $49,000
Q1 2024 May 15, 2024	BUY	$72.89 - $81.43 $43,077 - $48,125	591 New	591 $48,000
Q1 2022 Apr 21, 2022	SELL	$70.66 - $80.89 $178,063 - $203,842	-2,520 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$76.01 - $83.39 $191,545 - $210,142	2,520 New	2,520 $203,000
Q3 2021 Oct 21, 2021	SELL	$74.65 - $80.95 $202,973 - $220,103	-2,719 Closed	0 $0
Q2 2021 Jul 28, 2021	SELL	$74.64 - $79.12 $2,239 - $2,373	-30 Reduced 1.09%	2,719 $213,000
Q1 2021 May 11, 2021	SELL	$67.07 - $76.85 $23,943 - $27,435	-357 Reduced 11.49%	2,749 $205,000
Q4 2020 Feb 03, 2021	BUY	$55.93 - $68.45 $173,718 - $212,605	3,106 New	3,106 $212,000

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

275M

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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Palouse Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History