Archetype Wealth Partners Schwab Strategic U.S. Mid Cap Transaction History

Archetype Wealth Partners

  • $618 Million
  • Q2 2024

A detailed history of Archetype Wealth Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Archetype Wealth Partners holds 8,237 shares of SCHM stock, worth $227,423. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,237
Previous 8,335 1.18%
Holding current value
$227,423
Previous $679,000 5.6%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Aug 15, 2024
SELL
$75.69 - $81.19 $7,417 - $7,956
-98 Reduced 1.18%
8,237 $641,000
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $11,414 - $12,650
-171 Reduced 2.01%
8,335 $564,000
Q2 2023

Aug 14, 2023
SELL
$65.29 - $71.03 $54,386 - $59,167
-833 Reduced 8.92%
8,506 $604,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $1,452 - $1,740
-24 Reduced 0.26%
9,339 $565,000
Q2 2022

Aug 15, 2022
SELL
$60.91 - $76.4 $184,374 - $231,262
-3,027 Reduced 24.43%
9,363 $587,000
Q1 2022

May 12, 2022
SELL
$70.66 - $80.89 $31,443 - $35,996
-445 Reduced 3.47%
12,390 $940,000
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $82,115 - $89,045
-1,100 Reduced 7.89%
12,835 $984,000
Q1 2021

Apr 30, 2021
SELL
$67.07 - $76.85 $23,474 - $26,897
-350 Reduced 2.45%
13,935 $1.04 Million
Q3 2020

Oct 15, 2020
SELL
$51.99 - $58.83 $98,781 - $111,777
-1,900 Reduced 11.74%
14,285 $793,000
Q2 2020

Aug 13, 2020
SELL
$39.01 - $57.03 $154,089 - $225,268
-3,950 Reduced 19.62%
16,185 $852,000
Q1 2020

May 15, 2020
BUY
$35.83 - $62.24 $721,437 - $1.25 Million
20,135 New
20,135 $849,000

Others Institutions Holding SCHM

# of Institutions
925
Shares Held
96.1M
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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