Patrick M Sweeney & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History

Patrick M Sweeney & Associates, Inc

  • $133 Billion
  • Q4 2024

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 10,872 shares of SCHM stock, worth $314,635. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,872
Previous 3,564 205.05%
Holding current value
$314,635
Previous $296 Million 1.74%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Jan 22, 2025
BUY
$27.54 - $83.04 $201,262 - $606,856
7,308 Added 205.05%
10,872 $301 Million
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $42,036 - $46,331
557 Added 18.52%
3,564 $296 Million
Q2 2024

Jul 17, 2024
BUY
$75.69 - $81.19 $24,220 - $25,980
320 Added 11.91%
3,007 $224 Million
Q1 2024

Apr 25, 2024
BUY
$72.89 - $81.43 $195,855 - $218,802
2,687 New
2,687 $219 Million

Others Institutions Holding SCHM

# of Institutions
964
Shares Held
156M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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