Stifel Financial Corp Schwab Strategic U.S. Mid Cap Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stifel Financial Corp holds 34,932 shares of SCHM stock, worth $981,239. This represents 0.0% of its overall portfolio holdings.

Number of Shares

34,932

Previous 34,809 0.35%

Holding current value

$981,239

Previous $2.71 Million 7.12%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $9,282 - $10,231	123 Added 0.35%	34,932 $2.9 Million
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $1.5 Million - $1.61 Million	-19,851 Reduced 36.32%	34,809 $2.71 Million
Q1 2024 May 13, 2024	BUY	$72.89 - $81.43 $60,352 - $67,424	828 Added 1.54%	54,660 $4.45 Million
Q4 2023 Feb 12, 2024	SELL	$63.01 - $75.95 $35,222 - $42,456	-559 Reduced 1.03%	53,832 $4.05 Million
Q3 2023 Nov 13, 2023	SELL	$66.75 - $73.98 $12,816 - $14,204	-192 Reduced 0.35%	54,391 $3.68 Million
Q2 2023 Aug 14, 2023	SELL	$65.29 - $71.03 $103,158 - $112,227	-1,580 Reduced 2.81%	54,583 $3.88 Million
Q1 2023 May 12, 2023	BUY	$64.24 - $73.9 $172,227 - $198,125	2,681 Added 5.01%	56,163 $3.81 Million
Q4 2022 Feb 13, 2023	SELL	$61.05 - $69.94 $1.7 Million - $1.95 Million	-27,821 Reduced 34.22%	53,482 $3.51 Million
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $237,765 - $284,964	-3,930 Reduced 4.61%	81,303 $4.92 Million
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $621,647 - $779,738	10,206 Added 13.6%	85,233 $5.35 Million
Q1 2022 May 13, 2022	BUY	$70.66 - $80.89 $331,678 - $379,697	4,694 Added 6.67%	75,027 $5.69 Million
Q4 2021 Feb 14, 2022	SELL	$76.01 - $83.39 $485,779 - $532,945	-6,391 Reduced 8.33%	70,333 $5.66 Million
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $64,199 - $69,617	860 Added 1.13%	76,724 $5.88 Million
Q2 2021 Aug 13, 2021	BUY	$74.64 - $79.12 $24,929 - $26,426	334 Added 0.44%	75,864 $5.94 Million
Q1 2021 May 14, 2021	BUY	$67.07 - $76.85 $1.11 Million - $1.27 Million	16,520 Added 28.0%	75,530 $5.62 Million
Q4 2020 Feb 12, 2021	BUY	$55.93 - $68.45 $515,786 - $631,245	9,222 Added 18.52%	59,010 $4.02 Million
Q3 2020 Nov 16, 2020	BUY	$51.99 - $58.83 $550,782 - $623,245	10,594 Added 27.03%	49,788 $2.76 Million
Q2 2020 Aug 14, 2020	SELL	$39.01 - $57.03 $842,928 - $1.23 Million	-21,608 Reduced 35.54%	39,194 $2.06 Million
Q1 2020 May 14, 2020	BUY	$35.83 - $62.24 $1.27 Million - $2.2 Million	35,426 Added 139.6%	60,802 $2.56 Million
Q4 2019 Feb 13, 2020	BUY	$54.56 - $60.24 $606,379 - $669,507	11,114 Added 77.93%	25,376 $1.53 Million
Q3 2019 Nov 13, 2019	SELL	$56.23 - $57.59 $888,771 - $910,267	-15,806 Reduced 52.57%	14,262 $808,000
Q2 2019 Aug 14, 2019	BUY	N/A	24,678 Added 457.85%	30,068 $1.72 Million
Q1 2019 May 14, 2019	BUY	N/A	5,390 New	5,390 $299,000
Q4 2018 Feb 13, 2019	SELL	N/A	-3,882 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	3,882 New	3,882 $226,000

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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About SCHWAB STRATEGIC U.S. MID-CAP

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Stifel Financial Corp Schwab Strategic U.S. Mid Cap Transaction History