Abound Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Abound Wealth Management holds 6 shares of SCHM stock, worth $163. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 6 -0.0%

Holding current value

$163

Previous $159,000 5.03%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$27.54 - $83.04 $137 - $415	-5 Reduced 45.45%	6 $159,000
Q2 2023 Aug 08, 2024	SELL	$65.29 - $71.03 $89,447 - $97,311	-1,370 Reduced 99.2%	11 $761,000
Q1 2023 Aug 07, 2024	BUY	$64.24 - $73.9 $88,715 - $102,055	1,381 New	1,381 $93.7 Million
Q4 2022 Aug 07, 2024	SELL	$61.05 - $69.94 $671 - $769	-11 Reduced 0.79%	1,381 $90.6 Million
Q3 2022 Aug 07, 2024	BUY	$60.5 - $72.51 $665 - $797	11 Added 0.8%	1,392 $84.2 Million
Q2 2022 Aug 12, 2024	BUY	$60.91 - $76.4 $84,664 - $106,196	1,390 Added 12636.36%	1,401 $87.9 Million
Q4 2021 Aug 12, 2024	BUY	$76.01 - $83.39 $105,653 - $115,912	1,390 Added 12636.36%	1,401 $113 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Abound Wealth Management Schwab Strategic U.S. Mid Cap Transaction History