Wiley Bros. Aintree Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wiley Bros. Aintree Capital, LLC

  • $5.07 Billion
  • Q3 2024

A detailed history of Wiley Bros. Aintree Capital, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wiley Bros. Aintree Capital, LLC holds 5,095 shares of SCHM stock, worth $143,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,095
Previous 4,100 24.27%
Holding current value
$143,526
Previous $319,000 32.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$75.47 - $83.18 $75,092 - $82,764
995 Added 24.27%
5,095 $423,000
Q2 2024

Jul 23, 2024
BUY
$75.69 - $81.19 $51,544 - $55,290
681 Added 19.92%
4,100 $319,000
Q1 2024

Apr 11, 2024
BUY
$72.89 - $81.43 $249,210 - $278,409
3,419 New
3,419 $278,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
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 Wiley Bros. Aintree Capital, LLC Portfolio

Follow Wiley Bros. Aintree Capital, 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 Wiley Bros. Aintree Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiley Bros. Aintree Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email