Single Point Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Single Point Partners, LLC

  • $434 Million
  • Q4 2024

A detailed history of Single Point Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Single Point Partners, LLC holds 35,765 shares of SCHM stock, worth $947,772. This represents 0.23% of its overall portfolio holdings.

Number of Shares
35,765
Holding current value
$947,772
% of portfolio
0.23%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $984,968 - $2.97 Million
35,765 New
35,765 $991,000
Q1 2024

Apr 11, 2024
SELL
$72.89 - $81.43 $23,470 - $26,220
-322 Reduced 0.72%
44,192 $3.6 Million
Q4 2023

Jan 11, 2024
BUY
$63.01 - $75.95 $370,876 - $447,041
5,886 Added 15.24%
44,514 $3.35 Million
Q3 2023

Oct 12, 2023
BUY
$66.75 - $73.98 $2.58 Million - $2.86 Million
38,628 New
38,628 $2.61 Million
Q1 2023

Apr 06, 2023
SELL
$64.24 - $73.9 $20,042 - $23,056
-312 Reduced 0.8%
38,604 $2.62 Million
Q4 2022

Jan 10, 2023
BUY
$61.05 - $69.94 $915 - $1,049
15 Added 0.04%
38,916 $2.55 Million
Q3 2022

Oct 07, 2022
BUY
$60.5 - $72.51 $1.08 Million - $1.3 Million
17,863 Added 84.91%
38,901 $2.36 Million
Q2 2022

Jul 29, 2022
BUY
$60.91 - $76.4 $33,317 - $41,790
547 Added 2.67%
21,038 $1.32 Million
Q1 2022

Apr 28, 2022
BUY
$70.66 - $80.89 $15,686 - $17,957
222 Added 1.1%
20,491 $1.55 Million
Q4 2021

Jan 27, 2022
BUY
$76.01 - $83.39 $1.54 Million - $1.69 Million
20,269 New
20,269 $1.63 Million
Q3 2021

Oct 25, 2021
SELL
$74.65 - $80.95 $1.51 Million - $1.64 Million
-20,208 Closed
0 $0
Q2 2021

Jul 28, 2021
BUY
$74.64 - $79.12 $2,015 - $2,136
27 Added 0.13%
20,208 $1.58 Million
Q1 2021

Apr 30, 2021
SELL
$67.07 - $76.85 $9,054 - $10,374
-135 Reduced 0.66%
20,181 $1.52 Million
Q4 2020

Jan 12, 2021
BUY
$55.93 - $68.45 $3,076 - $3,764
55 Added 0.27%
20,316 $1.39 Million
Q3 2020

Oct 30, 2020
BUY
$51.99 - $58.83 $2,599 - $2,941
50 Added 0.25%
20,261 $1.12 Million
Q2 2020

Jul 30, 2020
BUY
$39.01 - $57.03 $351,129 - $513,327
9,001 Added 80.29%
20,211 $1.06 Million
Q1 2020

Apr 17, 2020
BUY
$35.83 - $62.24 $401,654 - $697,710
11,210 New
11,210 $473,000

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
275M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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More about SCHM
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