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

Quadcap Wealth Management, LLC

$690 Billion
Q1 2025

A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 57,417 shares of SCHM stock, worth $1.63 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

57,417

Previous 73,636 22.03%

Holding current value

$1.63 Million

Previous $2.04 Billion 26.28%

% of portfolio

0.22%

Previous 0.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.58 - $29.24 $414,882 - $474,243	-16,219 Reduced 22.03%	57,417 $1.5 Billion
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $1.41 Million - $4.26 Million	51,349 Added 230.4%	73,636 $2.04 Billion
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $188,524 - $207,783	-2,498 Reduced 10.08%	22,287 $1.85 Billion
Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $1.88 Million - $2.01 Million	24,785 New	24,785 $1.93 Billion

Others Institutions Holding SCHM

# of Institutions

1,023

Shares Held

284M

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

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Quadcap Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quadcap Wealth Management, LLC with notifications on news.

Account

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