Personal Capital Advisors Corp Schwab Strategic U.S. Mid Cap Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

A detailed history of Personal Capital Advisors Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Personal Capital Advisors Corp holds 3,572 shares of SCHM stock, worth $87,621. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,572

Previous 3,511 1.74%

Holding current value

$87,621

Previous $213,000 9.86%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $3,724 - $4,266	61 Added 1.74%	3,572 $234,000
Q3 2022 Nov 07, 2022	SELL	$60.5 - $72.51 $9,256 - $11,094	-153 Reduced 4.18%	3,511 $213,000
Q2 2022 Aug 04, 2022	SELL	$60.91 - $76.4 $49,398 - $61,960	-811 Reduced 18.12%	3,664 $230,000
Q1 2022 May 16, 2022	SELL	$70.66 - $80.89 $46,494 - $53,225	-658 Reduced 12.82%	4,475 $339,000
Q4 2021 Feb 11, 2022	BUY	$76.01 - $83.39 $128,988 - $141,512	1,697 Added 49.39%	5,133 $413,000
Q3 2021 Nov 12, 2021	SELL	$74.65 - $80.95 $31,054 - $33,675	-416 Reduced 10.8%	3,436 $263,000
Q2 2021 Aug 11, 2021	BUY	$74.64 - $79.12 $33,364 - $35,366	447 Added 13.13%	3,852 $301,000
Q1 2021 May 14, 2021	SELL	$67.07 - $76.85 $64,722 - $74,160	-965 Reduced 22.08%	3,405 $253,000
Q4 2020 Feb 12, 2021	BUY	$55.93 - $68.45 $244,414 - $299,126	4,370 New	4,370 $298,000
Q2 2020 Aug 12, 2020	SELL	$39.01 - $57.03 $241,432 - $352,958	-6,189 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$35.83 - $62.24 $26,514 - $46,057	740 Added 13.58%	6,189 $235,000
Q4 2019 Feb 13, 2020	BUY	$54.56 - $60.24 $93,243 - $102,950	1,709 Added 45.7%	5,449 $328,000
Q3 2019 Nov 07, 2019	SELL	$56.23 - $57.59 $3,373 - $3,455	-60 Reduced 1.58%	3,740 $211,000
Q2 2019 Aug 14, 2019	BUY	N/A	3,800 New	3,800 $217,000

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

274M

Call Options Held

15K

Put Options Held

1.1K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Personal Capital Advisors Corp Schwab Strategic U.S. Mid Cap Transaction History