Pfg Investments, LLC Schwab Strategic U.S. Mid Cap Transaction History

Pfg Investments, LLC

$1.55 Trillion
Q3 2024

A detailed history of Pfg Investments, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pfg Investments, LLC holds 4,765 shares of SCHM stock, worth $134,230. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,765

Previous 4,680 1.82%

Holding current value

$134,230

Previous $364 Million 8.7%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$75.47 - $83.18 $6,414 - $7,070	85 Added 1.82%	4,765 $396 Million
Q2 2024 Aug 06, 2024	BUY	$75.69 - $81.19 $83,561 - $89,633	1,104 Added 30.87%	4,680 $364 Million
Q1 2024 Apr 22, 2024	SELL	$72.89 - $81.43 $86,593 - $96,738	-1,188 Reduced 24.94%	3,576 $291 Million
Q4 2023 Jan 17, 2024	BUY	$63.01 - $75.95 $35,348 - $42,607	561 Added 13.35%	4,764 $359 Million
Q3 2023 Nov 06, 2023	SELL	$66.75 - $73.98 $24,297 - $26,928	-364 Reduced 7.97%	4,203 $284 Million
Q2 2023 Aug 03, 2023	BUY	$65.29 - $71.03 $298,179 - $324,394	4,567 New	4,567 $324 Million

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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Pfg Investments, LLC Schwab Strategic U.S. Mid Cap Transaction History