Sandy Spring Bank Schwab Strategic U.S. Mid Cap Transaction History

Sandy Spring Bank

$2.33 Billion
Q1 2025

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 12,814 shares of SCHM stock, worth $373,656. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,814

Previous 12,793 0.16%

Holding current value

$373,656

Previous $354,000 5.37%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$25.58 - $29.24 $537 - $614	21 Added 0.16%	12,814 $335,000
Q4 2024 Feb 11, 2025	BUY	$27.54 - $83.04 $235,136 - $708,995	8,538 Added 200.66%	12,793 $354,000
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

# of Institutions

1,060

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Sandy Spring Bank Schwab Strategic U.S. Mid Cap Transaction History