Jim Simons Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$31.9

Avg closing price
Price range
Jim Simons Portfolio Stock Details (SCHM)

29 Jim Simons Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF Trades

The first Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF trade was made in Q1 2018. Since then Jim Simons bought shares fourteen more times and sold shares on fourteen occasions. The investor sold all their shares in Q2 2026 and doesn't own any shares in Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF anymore.

Avg closing price
Price range
Sold -19.5k shares Q2 2026
Avg closing price $34.41
Price range $31.25 - $36.87
New holding (+19.5k shares) Q1 2026
Avg closing price $31.88
Price range $29.97 - $33.13
Sold -51.6k shares Q2 2025
Avg closing price $26.37
Price range $22.92 - $28.05
Sold 21.9% shares (-14.5k shares) Q1 2025
Avg closing price $27.88
Price range $25.58 - $29.24
New holding (+66.1k shares) Q4 2024
Avg closing price $35.08
Price range $27.54 - $83.03
Sold -34.5k shares Q4 2023
Avg closing price $68.73
Price range $63.01 - $75.95
Increased shares by 91.7% (+16.5k shares) Q3 2023
Avg closing price $71.08
Price range $66.75 - $73.98
New holding (+18k shares) Q2 2023
Avg closing price $67.61
Price range $65.29 - $71.03
Sold -34.5k shares Q1 2023
Avg closing price $69.09
Price range $64.24 - $73.90
Sold 29.9% shares (-14.7k shares) Q4 2022
Avg closing price $65.75
Price range $61.05 - $69.94
Sold 24.1% shares (-15.6k shares) Q3 2022
Avg closing price $66.93
Price range $60.50 - $72.51
New holding (+64.8k shares) Q2 2022
Avg closing price $69.23
Price range $60.91 - $76.40
Sold -9.6k shares Q1 2022
Avg closing price $75.20
Price range $70.66 - $80.89
Sold 88.3% shares (-72.3k shares) Q4 2021
Avg closing price $80.01
Price range $76.01 - $83.39
Increased shares by 23.0% (+15.3k shares) Q3 2021
Avg closing price $78.38
Price range $74.65 - $80.95
Increased shares by 212.7% (+45.3k shares) Q2 2021
Avg closing price $77.49
Price range $74.64 - $79.12
New holding (+21.3k shares) Q1 2021
Avg closing price $72.78
Price range $67.07 - $76.85
Sold -45k shares Q4 2020
Avg closing price $62.56
Price range $55.93 - $68.45
New holding (+45k shares) Q3 2020
Avg closing price $55.57
Price range $51.99 - $58.83
Sold -18k shares Q2 2020
Avg closing price $48.89
Price range $39.01 - $57.03
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