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

Cwc Advisors, Llc.

  • $100 Billion
  • Q4 2024

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 18,578 shares of SCHM stock, worth $497,704. This represents 0.51% of its overall portfolio holdings.

Number of Shares
18,578
Previous 6,144 202.38%
Holding current value
$497,704
Previous $511 Million 0.84%
% of portfolio
0.51%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,011
Shares Held
275M
Call Options Held
15K
Put Options Held
1.1K
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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