1900 Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

1900 Wealth Management LLC

  • $1.05 Billion
  • Q1 2024

A detailed history of 1900 Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, 1900 Wealth Management LLC holds 18,372 shares of SCHM stock, worth $1.42 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,372
Previous 19,041 3.51%
Holding current value
$1.42 Million
Previous $1.43 Million 4.32%
% of portfolio
0.14%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$72.89 - $81.43 $48,763 - $54,476
-669 Reduced 3.51%
18,372 $1.5 Million
Q4 2023

Feb 01, 2024
BUY
$63.01 - $75.95 $53,621 - $64,633
851 Added 4.68%
19,041 $1.43 Million
Q3 2023

Oct 17, 2023
SELL
$66.75 - $73.98 $2,069 - $2,293
-31 Reduced 0.17%
18,190 $1.23 Million
Q2 2023

Jul 21, 2023
SELL
$65.29 - $71.03 $98,065 - $106,687
-1,502 Reduced 7.62%
18,221 $1.29 Million
Q4 2022

Feb 06, 2023
SELL
$64.3 - $69.94 $129,307 - $140,649
-2,011 Reduced 9.25%
19,723 $1.29 Million
Q3 2022

Oct 31, 2022
SELL
N/A
-244 Reduced 1.11%
21,734 $1.32 Million
Q2 2022

Aug 01, 2022
BUY
N/A
470 Added 2.19%
21,978 $1.38 Million
Q1 2022

Apr 27, 2022
BUY
N/A
3,454 Added 19.13%
21,508 $1.63 Million
Q4 2021

Jan 31, 2022
SELL
N/A
-186 Reduced 1.02%
18,054 $1.45 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-4,668 Reduced 20.38%
18,240 $1.43 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-1,298 Reduced 5.36%
22,908 $1.71 Million
Q4 2020

Feb 05, 2021
BUY
N/A
24,206 New
24,206 $1.65 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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