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

Altus Wealth Group LLC

$209 Million
Q1 2025

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 14,898 shares of SCHM stock, worth $378,409. This represents 0.19% of its overall portfolio holdings.

Number of Shares

14,898

Previous 131,416 88.66%

Holding current value

$378,409

Previous $3.64 Million 89.29%

% of portfolio

0.19%

Previous 1.65%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$25.58 - $29.24 $2.98 Million - $3.41 Million	-116,518 Reduced 88.66%	14,898 $390,000
Q4 2024 Feb 10, 2025	BUY	$27.54 - $83.04 $2.37 Million - $7.14 Million	85,938 Added 188.97%	131,416 $3.64 Million
Q3 2024 Oct 22, 2024	SELL	$75.47 - $83.18 $465,649 - $513,220	-6,170 Reduced 11.95%	45,478 $3.78 Million
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

1,004

Shares Held

284M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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