Atlantic Private Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Atlantic Private Wealth, LLC

  • $140 Million
  • Q2 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 217 shares of SCHM stock, worth $6,512. This represents 0.0% of its overall portfolio holdings.

Number of Shares
217
Previous 216 0.46%
Holding current value
$6,512
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$22.92 - $28.05 $22 - $28
1 Added 0.46%
217 $6,000
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $3,993 - $12,040
145 Added 204.23%
216 $5,000
Q3 2023

Nov 09, 2023
BUY
$66.75 - $73.98 $66 - $73
1 Added 1.43%
71 $4,000
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $4,570 - $4,972
70 New
70 $4,000

Others Institutions Holding SCHM

# of Institutions
1,042
Shares Held
284M
Call Options Held
9.4K
Put Options Held
0
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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