Code Waechter LLC Schwab Strategic U.S. Mid Cap Transaction History

Code Waechter LLC

  • $114 Million
  • Q4 2024

A detailed history of Code Waechter LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Code Waechter LLC holds 144,289 shares of SCHM stock, worth $4.16 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
144,289
Previous 48,031 200.41%
Holding current value
$4.16 Million
Previous $3.99 Million 0.18%
% of portfolio
3.5%
Previous 3.8%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $2.65 Million - $7.99 Million
96,258 Added 200.41%
144,289 $4 Million
Q3 2024

Oct 10, 2024
BUY
$75.47 - $83.18 $3.62 Million - $4 Million
48,031 New
48,031 $3.99 Million

Others Institutions Holding SCHM

# of Institutions
954
Shares Held
124M
Call Options Held
8.1K
Put Options Held
3.6K
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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