Vanguard Personalized Indexing Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Vanguard Personalized Indexing Management, LLC

  • $6.09 Billion
  • Q3 2024

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 10,775 shares of SCHM stock, worth $297,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,775
Previous 11,543 6.65%
Holding current value
$297,605
Previous $898,000 0.33%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$75.47 - $83.18 $57,960 - $63,882
-768 Reduced 6.65%
10,775 $895,000
Q2 2024

Aug 12, 2024
BUY
$75.69 - $81.19 $85,605 - $91,825
1,131 Added 10.86%
11,543 $898,000
Q1 2024

May 09, 2024
BUY
$72.89 - $81.43 $470,140 - $525,223
6,450 Added 162.8%
10,412 $847,000
Q4 2023

Feb 07, 2024
SELL
$63.01 - $75.95 $8,065 - $9,721
-128 Reduced 3.13%
3,962 $298,000
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $262,741 - $302,251
4,090 New
4,090 $277,000

Others Institutions Holding SCHM

# of Institutions
952
Shares Held
109M
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
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email