Arista Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Arista Wealth Management, LLC

  • $417 Billion
  • Q4 2024

A detailed history of Arista Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arista Wealth Management, LLC holds 24,042 shares of SCHM stock, worth $698,900. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,042
Previous 8,014 200.0%
Holding current value
$698,900
Previous $666 Million 0.05%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $441,411 - $1.33 Million
16,028 Added 200.0%
24,042 $666 Million
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $584,140 - $652,580
8,014 New
8,014 $653 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
270M
Call Options Held
15K
Put Options Held
1.1K
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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