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

Vanguard Personalized Indexing Management, LLC

$6.46 Billion
Q4 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 30,044 shares of SCHM stock, worth $840,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,044

Previous 10,775 178.83%

Holding current value

$840,631

Previous $895,000 7.04%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$27.54 - $83.04 $530,668 - $1.6 Million	19,269 Added 178.83%	30,044 $832,000
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

1,006

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 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.

Account

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