Blue Chip Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Blue Chip Wealth Advisors LLC

  • $170 Billion
  • Q2 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 10,954 shares of SCHM stock, worth $319,856. This represents 0.5% of its overall portfolio holdings.

Number of Shares
10,954
Previous 11,191 2.12%
Holding current value
$319,856
Previous $911 Million 6.46%
% of portfolio
0.5%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $17,938 - $19,242
-237 Reduced 2.12%
10,954 $853 Million
Q1 2024

Apr 30, 2024
SELL
$72.89 - $81.43 $3,863 - $4,315
-53 Reduced 0.47%
11,191 $911 Million
Q4 2023

Mar 15, 2024
BUY
$63.01 - $75.95 $708,484 - $853,981
11,244 New
11,244 $847 Million

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
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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