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

Cooksen Wealth, LLC

  • $107 Billion
  • Q3 2024

A detailed history of Cooksen Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cooksen Wealth, LLC holds 7,935 shares of SCHM stock, worth $230,353. This represents 0.62% of its overall portfolio holdings.

Number of Shares
7,935
Previous 8,194 3.16%
Holding current value
$230,353
Previous $638 Million 3.38%
% of portfolio
0.62%
Previous 0.64%

Shares

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

Oct 23, 2024
SELL
$75.47 - $83.18 $19,546 - $21,543
-259 Reduced 3.16%
7,935 $659 Million
Q2 2024

Jul 25, 2024
SELL
$75.69 - $81.19 $20,739 - $22,246
-274 Reduced 3.24%
8,194 $638 Million
Q1 2024

Apr 15, 2024
SELL
$72.89 - $81.43 $5,466 - $6,107
-75 Reduced 0.88%
8,468 $690 Million
Q4 2023

Mar 21, 2024
BUY
$63.01 - $75.95 $538,294 - $648,840
8,543 New
8,543 $643 Million

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.9M
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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