Steele Capital Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Steele Capital Management, Inc.

  • $1.92 Trillion
  • Q4 2024

A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Steele Capital Management, Inc. holds 147,879 shares of SCHM stock, worth $4.13 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
147,879
Previous 49,293 200.0%
Holding current value
$4.13 Million
Previous $4.1 Billion 0.05%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Jan 31, 2025
BUY
$27.54 - $83.04 $2.72 Million - $8.19 Million
98,586 Added 200.0%
147,879 $4.1 Billion
Q2 2024

Jul 16, 2024
SELL
$75.69 - $81.19 $34,060 - $36,535
-450 Reduced 0.9%
49,293 $3.85 Billion
Q4 2023

Feb 05, 2024
BUY
$63.01 - $75.95 $3.13 Million - $3.78 Million
49,743 New
49,743 $3.75 Billion

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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