Windsor Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Windsor Advisory Group, LLC

  • $86 Billion
  • Q4 2024

A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 12,092 shares of SCHM stock, worth $350,184. This represents 0.39% of its overall portfolio holdings.

Number of Shares
12,092
Previous 15,437 21.67%
Holding current value
$350,184
Previous $1.28 Billion 73.88%
% of portfolio
0.39%
Previous 1.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$27.54 - $83.04 $92,121 - $277,768
-3,345 Reduced 21.67%
12,092 $335 Million
Q3 2024

Nov 14, 2024
SELL
$75.47 - $83.18 $1.58 Million - $1.74 Million
-20,940 Reduced 57.56%
15,437 $1.28 Billion
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $2.75 Million - $2.95 Million
36,377 New
36,377 $2.83 Billion

Others Institutions Holding SCHM

# of Institutions
1,005
Shares Held
271M
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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