Kpp Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History

Kpp Advisory Services LLC

  • $417 Billion
  • Q3 2024

A detailed history of Kpp Advisory Services LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kpp Advisory Services LLC holds 5,999 shares of SCHM stock, worth $174,450. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,999
Previous 5,028 19.31%
Holding current value
$174,450
Previous $391 Million 27.37%
% of portfolio
0.12%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$75.47 - $83.18 $73,281 - $80,767
971 Added 19.31%
5,999 $498 Million
Q2 2024

Aug 27, 2024
BUY
$75.69 - $81.19 $97,564 - $104,653
1,289 Added 34.47%
5,028 $391 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $272,535 - $304,466
3,739 New
3,739 $304 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $229,620 - $254,491
3,440 New
3,440 $233 Million

Others Institutions Holding SCHM

# of Institutions
938
Shares Held
106M
Call Options Held
6.2K
Put Options Held
3K
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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