Stephens Inc Schwab Strategic U.S. Mid Cap Transaction History

Stephens Inc

  • $6.84 Billion
  • Q4 2024

A detailed history of Stephens Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stephens Inc holds 7,612 shares of SCHM stock, worth $219,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,612
Previous 2,536 200.16%
Holding current value
$219,301
Previous $210,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2025
BUY
$27.54 - $83.04 $139,793 - $421,511
5,076 Added 200.16%
7,612 $210,000
Q3 2024

Oct 28, 2024
SELL
$75.47 - $83.18 $6,792 - $7,486
-90 Reduced 3.43%
2,536 $210,000
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $191,409 - $213,835
2,626 New
2,626 $213,000
Q2 2022

Aug 03, 2022
SELL
$60.91 - $76.4 $185,166 - $232,256
-3,040 Closed
0 $0
Q1 2022

May 04, 2022
BUY
$70.66 - $80.89 $4,734 - $5,419
67 Added 2.25%
3,040 $231,000
Q4 2021

Mar 07, 2022
BUY
$76.01 - $83.39 $225,977 - $247,918
2,973 New
2,973 $239,000

Others Institutions Holding SCHM

# of Institutions
964
Shares Held
156M
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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