Savvy Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Savvy Advisors, Inc. holds 8,300 shares of SCHM stock, worth $229,246. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,300
Previous 7,782 6.66%
Holding current value
$229,246
Previous $606 Million 13.87%
% of portfolio
0.14%
Previous 0.2%

Shares

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

Nov 05, 2024
BUY
$75.47 - $83.18 $39,093 - $43,087
518 Added 6.66%
8,300 $690 Million
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $2,270 - $2,435
-30 Reduced 0.38%
7,782 $606 Million
Q1 2024

May 13, 2024
SELL
$72.89 - $81.43 $170,343 - $190,301
-2,337 Reduced 23.03%
7,812 $636 Million
Q4 2023

Feb 08, 2024
BUY
$63.01 - $75.95 $639,488 - $770,816
10,149 New
10,149 $764 Million

Others Institutions Holding SCHM

# of Institutions
952
Shares Held
109M
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
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