Cwc Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Cwc Advisors, Llc.

  • $176 Billion
  • Q1 2025

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cwc Advisors, Llc. holds 18,526 shares of SCHM stock, worth $501,128. This represents 0.28% of its overall portfolio holdings.

Number of Shares
18,526
Previous 18,578 0.28%
Holding current value
$501,128
Previous $515 Million 5.71%
% of portfolio
0.28%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$25.58 - $29.24 $1,330 - $1,520
-52 Reduced 0.28%
18,526 $485 Million
Q4 2024

Mar 18, 2025
BUY
$27.54 - $83.04 $342,432 - $1.03 Million
12,434 Added 202.38%
18,578 $515 Million
Q3 2024

Oct 23, 2024
BUY
$75.47 - $83.18 $463,687 - $511,057
6,144 New
6,144 $511 Million

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.47K
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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