Arbor Trust Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Arbor Trust Wealth Advisors, LLC

  • $186 Million
  • Q1 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 125,364 shares of SCHM stock, worth $10.1 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares
125,364
Previous 122,648 2.21%
Holding current value
$10.1 Million
Previous $9.24 Million 10.51%
% of portfolio
5.49%
Previous 5.5%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$72.89 - $81.43 $197,969 - $221,163
2,716 Added 2.21%
125,364 $10.2 Million
Q4 2023

Jan 30, 2024
BUY
$63.01 - $75.95 $180,523 - $217,596
2,865 Added 2.39%
122,648 $9.24 Million
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $202,786 - $224,751
3,038 Added 2.6%
119,783 $8.11 Million
Q2 2023

Jul 31, 2023
BUY
$65.29 - $71.03 $27,748 - $30,187
425 Added 0.37%
116,745 $8.29 Million
Q1 2023

May 02, 2023
SELL
$64.24 - $73.9 $54,090 - $62,223
-842 Reduced 0.72%
116,320 $7.89 Million
Q4 2022

Jan 31, 2023
BUY
$64.3 - $69.94 $22,183 - $24,129
345 Added 0.3%
117,162 $7.69 Million
Q3 2022

Oct 24, 2022
BUY
N/A
1,480 Added 1.28%
116,817 $7.09 Million
Q2 2022

Jul 15, 2022
BUY
N/A
1,661 Added 1.46%
115,337 $7.24 Million
Q1 2022

Apr 25, 2022
SELL
N/A
-1,661 Reduced 1.44%
113,676 $8.62 Million
Q4 2021

Jan 20, 2022
BUY
N/A
2,532 Added 2.24%
115,337 $9.29 Million
Q3 2021

Nov 12, 2021
BUY
N/A
4,701 Added 4.35%
112,805 $8.65 Million
Q2 2021

Jul 26, 2021
BUY
N/A
1,361 Added 1.28%
108,104 $8.46 Million
Q1 2021

May 10, 2021
BUY
N/A
13,065 Added 13.95%
106,743 $7.94 Million
Q4 2020

Feb 10, 2021
BUY
N/A
2,273 Added 2.49%
93,678 $6.39 Million
Q3 2020

Nov 09, 2020
BUY
N/A
2,918 Added 3.3%
91,405 $5.07 Million
Q2 2020

Aug 05, 2020
BUY
N/A
579 Added 0.66%
88,487 $4.66 Million
Q1 2020

Apr 30, 2020
BUY
N/A
3,022 Added 3.56%
87,908 $3.71 Million
Q4 2019

Feb 03, 2020
BUY
N/A
84,886 New
84,886 $5.11 Million

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
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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