Smart Portfolios, LLC Schwab Strategic U.S. Mid Cap Transaction History

Smart Portfolios, LLC

  • $91.2 Million
  • Q3 2024

A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Smart Portfolios, LLC holds 6,050 shares of SCHM stock, worth $169,097. This represents 0.55% of its overall portfolio holdings.

Number of Shares
6,050
Previous 6,080 0.49%
Holding current value
$169,097
Previous $473,000 6.13%
% of portfolio
0.55%
Previous 0.52%

Shares

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

Oct 30, 2024
SELL
$75.47 - $83.18 $2,264 - $2,495
-30 Reduced 0.49%
6,050 $502,000
Q2 2024

Jul 22, 2024
BUY
$75.69 - $81.19 $101,424 - $108,794
1,340 Added 28.27%
6,080 $473,000
Q1 2024

May 01, 2024
BUY
$72.89 - $81.43 $121,726 - $135,988
1,670 Added 54.4%
4,740 $385,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $193,440 - $233,166
3,070 New
3,070 $231,000

Others Institutions Holding SCHM

# of Institutions
926
Shares Held
95.7M
Call Options Held
6.2K
Put Options Held
3K
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 Smart Portfolios, LLC Portfolio

Follow Smart Portfolios, 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 Smart Portfolios, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Portfolios, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email