Altus Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Altus Wealth Group LLC

  • $198 Million
  • Q2 2024

A detailed history of Altus Wealth Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Altus Wealth Group LLC holds 51,648 shares of SCHM stock, worth $4.29 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
51,648
Previous 65,666 21.35%
Holding current value
$4.29 Million
Previous $5.35 Million 24.84%
% of portfolio
2.03%
Previous 2.71%

Shares

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

Aug 05, 2024
SELL
$75.69 - $81.19 $1.06 Million - $1.14 Million
-14,018 Reduced 21.35%
51,648 $4.02 Million
Q1 2024

May 02, 2024
SELL
$72.89 - $81.43 $433,549 - $484,345
-5,948 Reduced 8.31%
65,666 $5.35 Million
Q4 2023

Jan 29, 2024
SELL
$63.01 - $75.95 $43,161 - $52,025
-685 Reduced 0.95%
71,614 $5.39 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $213,333 - $236,440
3,196 Added 4.62%
72,299 $4.89 Million
Q2 2023

Aug 03, 2023
BUY
$65.29 - $71.03 $34,668 - $37,716
531 Added 0.77%
69,103 $4.91 Million
Q1 2023

May 01, 2023
SELL
$64.24 - $73.9 $2,248 - $2,586
-35 Reduced 0.05%
68,572 $4.65 Million
Q4 2022

Jan 18, 2023
BUY
$61.05 - $69.94 $2.19 Million - $2.51 Million
35,917 Added 109.87%
68,607 $0
Q2 2022

Aug 10, 2022
SELL
$60.91 - $76.4 $1.86 Million - $2.33 Million
-30,475 Reduced 48.25%
32,690 $2.51 Million
Q1 2022

May 09, 2022
SELL
$70.66 - $80.89 $345,880 - $395,956
-4,895 Reduced 7.19%
63,165 $4.79 Million
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $2.69 Million - $2.95 Million
35,370 Added 108.2%
68,060 $5.47 Million
Q3 2021

Nov 08, 2021
SELL
$74.65 - $80.95 $332,715 - $360,794
-4,457 Reduced 12.0%
32,690 $2.51 Million
Q2 2021

Aug 12, 2021
BUY
$74.64 - $79.12 $60,533 - $64,166
811 Added 2.23%
37,147 $2.91 Million
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $95,105 - $108,973
1,418 Added 4.06%
36,336 $2.82 Million
Q4 2020

Feb 12, 2021
BUY
$55.93 - $68.45 $1.95 Million - $2.39 Million
34,918 New
34,918 $2.38 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
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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