Safeguard Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Safeguard Financial, LLC

  • $422 Million
  • Q3 2024

A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Safeguard Financial, LLC holds 41,572 shares of SCHM stock, worth $1.17 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
41,572
Previous 43,938 5.38%
Holding current value
$1.17 Million
Previous $3.42 Million 1.02%
% of portfolio
0.82%
Previous 0.96%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $178,562 - $196,803
-2,366 Reduced 5.38%
41,572 $3.45 Million
Q2 2024

Aug 07, 2024
SELL
$75.69 - $81.19 $149,866 - $160,756
-1,980 Reduced 4.31%
43,938 $3.42 Million
Q1 2024

Apr 09, 2024
SELL
$72.89 - $81.43 $339,886 - $379,708
-4,663 Reduced 9.22%
45,918 $3.74 Million
Q4 2023

Jan 30, 2024
SELL
$63.01 - $75.95 $15,185 - $18,303
-241 Reduced 0.47%
50,581 $3.81 Million
Q3 2023

Oct 30, 2023
BUY
$66.75 - $73.98 $84,705 - $93,880
1,269 Added 2.56%
50,822 $3.44 Million
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $163,159 - $177,503
2,499 Added 5.31%
49,553 $3.52 Million
Q1 2023

Apr 26, 2023
SELL
$64.24 - $73.9 $111,777 - $128,586
-1,740 Reduced 3.57%
47,054 $3.19 Million
Q4 2022

Jan 10, 2023
BUY
$61.05 - $69.94 $311,049 - $356,344
5,095 Added 11.66%
48,794 $3.2 Million
Q3 2022

Nov 07, 2022
SELL
$60.5 - $72.51 $8,530 - $10,223
-141 Reduced 0.32%
43,699 $2.65 Million
Q2 2022

Aug 03, 2022
BUY
$60.91 - $76.4 $181,085 - $227,137
2,973 Added 7.27%
43,840 $2.75 Million
Q1 2022

Apr 19, 2022
BUY
$70.66 - $80.89 $2.89 Million - $3.31 Million
40,867 New
40,867 $3.1 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

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Safeguard Financial, LLC Portfolio

Follow Safeguard Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Safeguard Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email