Stephens Consulting, LLC Schwab Strategic U.S. Mid Cap Transaction History

Stephens Consulting, LLC

  • $400 Billion
  • Q4 2024

A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stephens Consulting, LLC holds 1,818 shares of SCHM stock, worth $53,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,818
Previous 606 200.0%
Holding current value
$53,085
Previous $50.4 Million 0.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 24, 2025
BUY
$27.54 - $83.04 $33,378 - $100,644
1,212 Added 200.0%
1,818 $50.4 Million
Q2 2024

Jul 29, 2024
SELL
$75.69 - $81.19 $10,142 - $10,879
-134 Reduced 18.11%
606 $47.2 Million
Q1 2024

Apr 17, 2024
SELL
$72.89 - $81.43 $7,507 - $8,387
-103 Reduced 12.22%
740 $60.3 Million
Q4 2023

Feb 01, 2024
BUY
$63.01 - $75.95 $1,134 - $1,367
18 Added 2.18%
843 $63.5 Million
Q2 2023

Jul 20, 2023
BUY
$65.29 - $71.03 $1,109 - $1,207
17 Added 2.1%
825 $58.6 Million
Q3 2022

Jan 19, 2023
BUY
$60.5 - $72.51 $42,652 - $51,119
705 Added 684.47%
808 $48.9 Million
Q4 2021

Jan 19, 2023
BUY
$76.01 - $83.39 $7,829 - $8,589
103 New
103 $8.28 Million

Others Institutions Holding SCHM

# of Institutions
956
Shares Held
138M
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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