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

Atlantic Private Wealth, LLC

  • $126 Million
  • Q1 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 216 shares of SCHM stock, worth $5,842. This represents 0.0% of its overall portfolio holdings.

Number of Shares
216
Previous 216 -0.0%
Holding current value
$5,842
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email