Watershed Private Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History

Watershed Private Wealth LLC

$275 Billion
Q2 2025

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Watershed Private Wealth LLC holds 26,203 shares of SCHM stock, worth $742,855. This represents 0.27% of its overall portfolio holdings.

Number of Shares

26,203

Previous 26,203 -0.0%

Holding current value

$742,855

Previous $687 Million 7.06%

% of portfolio

0.27%

Previous 0.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $472,779 - $1.43 Million	17,167 Added 189.98%	26,203 $726 Million
Q2 2024 Jul 30, 2024	SELL	$75.69 - $81.19 $2,195 - $2,354	-29 Reduced 0.32%	9,036 $703 Million
Q1 2024 May 07, 2024	BUY	$72.89 - $81.43 $322,246 - $360,002	4,421 Added 95.2%	9,065 $738 Million
Q4 2023 Feb 07, 2024	SELL	$63.01 - $75.95 $271,762 - $327,572	-4,313 Reduced 48.15%	4,644 $350 Million
Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $546,824 - $626,452	8,957 New	8,957 $588 Million

Others Institutions Holding SCHM

# of Institutions

1,027

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Watershed Private Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History