Trust Point Inc. Schwab Strategic U.S. Mid Cap Transaction History

Trust Point Inc.

  • $1.33 Trillion
  • Q3 2024

A detailed history of Trust Point Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Trust Point Inc. holds 226,095 shares of SCHM stock, worth $6.34 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
226,095
Previous 219,484 3.01%
Holding current value
$6.34 Million
Previous $17.1 Billion 9.97%
% of portfolio
1.41%
Previous 1.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$75.47 - $83.18 $498,932 - $549,902
6,611 Added 3.01%
226,095 $18.8 Billion
Q2 2024

Jul 24, 2024
BUY
$75.69 - $81.19 $255,150 - $273,691
3,371 Added 1.56%
219,484 $17.1 Billion
Q1 2024

Apr 19, 2024
SELL
$72.89 - $81.43 $321,007 - $358,617
-4,404 Reduced 2.0%
216,113 $17.6 Billion
Q4 2023

Jan 23, 2024
BUY
$63.01 - $75.95 $13.9 Million - $16.7 Million
220,517 New
220,517 $16.6 Billion

Others Institutions Holding SCHM

# of Institutions
925
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
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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