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

Pfg Investments, LLC

$1.61 Trillion
Q4 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 15,298 shares of SCHM stock, worth $442,724. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,298

Previous 4,765 221.05%

Holding current value

$442,724

Previous $396 Million 7.08%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $290,078 - $874,660	10,533 Added 221.05%	15,298 $424 Million
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

964

Shares Held

156M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.

Account

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