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

Srs Capital Advisors, Inc.

  • $1.5 Billion
  • Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 336 shares of SCHM stock, worth $9,371. This represents 0.0% of its overall portfolio holdings.

Number of Shares
336
Previous 112 200.0%
Holding current value
$9,371
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
BUY
$27.54 - $83.04 $6,168 - $18,600
224 Added 200.0%
336 $9,000
Q3 2024

Nov 06, 2024
BUY
$75.47 - $83.18 $75 - $83
1 Added 0.9%
112 $9,000
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $63 - $75
1 Added 0.91%
111 $8,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $7,342 - $8,137
-110 Reduced 50.0%
110 $7,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $65 - $71
1 Added 0.46%
220 $15,000
Q1 2023

May 16, 2023
SELL
$64.24 - $73.9 $2,441 - $2,808
-38 Reduced 14.79%
219 $14,000
Q4 2022

Feb 24, 2023
BUY
$61.05 - $69.94 $61 - $69
1 Added 0.39%
257 $16,000
Q3 2022

Nov 03, 2022
BUY
$60.5 - $72.51 $60 - $72
1 Added 0.39%
256 $16,000
Q2 2022

Aug 22, 2022
SELL
$60.91 - $76.4 $974 - $1,222
-16 Reduced 5.9%
255 $16,000
Q1 2022

May 12, 2022
BUY
$70.66 - $80.89 $1,130 - $1,294
16 Added 6.27%
271 $21,000
Q3 2021

Nov 05, 2021
SELL
$74.65 - $80.95 $4,329 - $4,695
-58 Reduced 18.53%
255 $20,000
Q2 2021

Aug 02, 2021
SELL
$74.64 - $79.12 $9,404 - $9,969
-126 Reduced 28.7%
313 $24,000
Q4 2020

Feb 03, 2021
SELL
$55.93 - $68.45 $1,454 - $1,779
-26 Reduced 5.59%
439 $30,000
Q2 2020

Aug 06, 2020
BUY
$39.01 - $57.03 $18,139 - $26,518
465 New
465 $24,000

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
271M
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
  • Sector ETFs
  • Industry ETFs
More about SCHM
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