Enclave Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Enclave Advisors LLC

  • $608 Billion
  • Q4 2024

A detailed history of Enclave Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Enclave Advisors LLC holds 14,048 shares of SCHM stock, worth $407,392. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,048
Previous 5,294 165.36%
Holding current value
$407,392
Previous $440 Million 11.5%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 16, 2025
BUY
$27.54 - $83.04 $241,085 - $726,932
8,754 Added 165.36%
14,048 $389 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $399,538 - $440,354
5,294 New
5,294 $440 Million

Others Institutions Holding SCHM

# of Institutions
971
Shares Held
157M
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
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