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

Sym Financial Corp

$769 Million
Q4 2024

A detailed history of Sym Financial Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sym Financial Corp holds 4,299 shares of SCHM stock, worth $120,114. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,299

Previous 2,183 96.93%

Holding current value

$120,114

Previous $181,000 34.25%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $58,274 - $175,712	2,116 Added 96.93%	4,299 $119,000
Q3 2024 Nov 14, 2024	SELL	$75.47 - $83.18 $32,074 - $35,351	-425 Reduced 16.3%	2,183 $181,000
Q2 2024 Aug 08, 2024	SELL	$75.69 - $81.19 $162,355 - $174,152	-2,145 Reduced 45.13%	2,608 $202,000
Q1 2024 May 06, 2024	SELL	$72.89 - $81.43 $766,438 - $856,236	-10,515 Reduced 68.87%	4,753 $387,000
Q4 2023 Feb 06, 2024	SELL	$63.01 - $75.95 $125,200 - $150,912	-1,987 Reduced 11.52%	15,268 $1.15 Million
Q3 2023 Oct 27, 2023	BUY	$66.75 - $73.98 $1.15 Million - $1.28 Million	17,255 New	17,255 $1.17 Million
Q3 2022 Oct 28, 2022	BUY	$60.5 - $72.51 $1,694 - $2,030	28 New	28 $2,000
Q2 2022 Jul 19, 2022	SELL	$60.91 - $76.4 $2,131 - $2,674	-35 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$76.01 - $83.39 $2,660 - $2,918	35 New	35 $3,000

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

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.

Account

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