A detailed history of Sandy Spring Bank transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sandy Spring Bank holds 4,255 shares of SCHM stock, worth $119,522. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,255
Previous 3,436 23.84%
Holding current value
$119,522
Previous $267,000 32.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$75.47 - $83.18 $61,809 - $68,124
819 Added 23.84%
4,255 $353,000
Q1 2024

May 08, 2024

BUY
$72.89 - $81.43 $364 - $407
5 Added 0.15%
3,436 $279,000
Q4 2023

Jan 26, 2024

BUY
$63.01 - $75.95 $378 - $455
6 Added 0.18%
3,431 $258,000
Q3 2023

Oct 30, 2023

SELL
$66.75 - $73.98 $6,274 - $6,954
-94 Reduced 2.67%
3,425 $231,000
Q2 2023

Aug 04, 2023

BUY
$65.29 - $71.03 $391 - $426
6 Added 0.17%
3,519 $249,000
Q1 2023

May 05, 2023

BUY
$64.24 - $73.9 $79,978 - $92,005
1,245 Added 54.89%
3,513 $238,000
Q4 2022

Feb 10, 2023

BUY
$61.05 - $69.94 $427 - $489
7 Added 0.31%
2,268 $148,000
Q3 2022

Nov 02, 2022

BUY
$60.5 - $72.51 $363 - $435
6 Added 0.27%
2,261 $137,000
Q2 2022

Jul 21, 2022

BUY
$60.91 - $76.4 $426 - $534
7 Added 0.31%
2,255 $142,000
Q1 2022

May 03, 2022

BUY
$70.66 - $80.89 $282 - $323
4 Added 0.18%
2,248 $171,000
Q4 2021

Feb 11, 2022

BUY
$76.01 - $83.39 $380 - $416
5 Added 0.22%
2,244 $180,000
Q3 2021

Nov 05, 2021

BUY
$74.65 - $80.95 $108,541 - $117,701
1,454 Added 185.22%
2,239 $171,000
Q2 2021

Aug 09, 2021

BUY
$74.64 - $79.12 $4,553 - $4,826
61 Added 8.43%
785 $62,000
Q3 2020

Nov 09, 2020

SELL
$51.99 - $58.83 $26,046 - $29,473
-501 Reduced 40.9%
724 $41,000
Q1 2020

May 01, 2020

SELL
$35.83 - $62.24 $8,420 - $14,626
-235 Reduced 16.1%
1,225 $52,000
Q4 2019

Feb 06, 2020

BUY
$54.56 - $60.24 $37,919 - $41,866
695 Added 90.85%
1,460 $88,000
Q2 2019

Aug 01, 2019

SELL
N/A
-92 Reduced 10.74%
765 $44,000
Q1 2019

May 06, 2019

BUY
N/A
233 Added 37.34%
857 $47,000
Q4 2018

Feb 08, 2019

BUY
N/A
25 Added 4.17%
624 $30,000
Q2 2018

Aug 03, 2018

SELL
N/A
-30 Reduced 4.77%
599 $33,000
Q1 2018

May 04, 2018

BUY
N/A
239 Added 61.28%
629 $33,000
Q2 2017

Aug 11, 2017

BUY
N/A
390
390 $19,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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