Avion Wealth Schwab Strategic U.S. Mid Cap Transaction History

Avion Wealth

  • $362 Million
  • Q2 2024

A detailed history of Avion Wealth transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Avion Wealth holds 2,623 shares of SCHM stock, worth $215,689. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,623
Previous 2,348 11.71%
Holding current value
$215,689
Previous $192,000 6.25%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jul 26, 2024
BUY
$75.69 - $81.19 $20,814 - $22,327
275 Added 11.71%
2,623 $204,000
Q1 2024

May 03, 2024
BUY
$72.89 - $81.43 $72 - $81
1 Added 0.04%
2,348 $192,000
Q2 2023

Jul 14, 2023
BUY
$65.29 - $71.03 $65 - $71
1 Added 0.04%
2,347 $166,000
Q1 2023

May 05, 2023
BUY
$64.24 - $73.9 $64 - $73
1 Added 0.04%
2,346 $153,000
Q3 2022

Oct 31, 2022
BUY
$60.5 - $72.51 $6,231 - $7,468
103 Added 4.59%
2,345 $142,000
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $128,581 - $161,280
2,111 Added 1611.45%
2,242 $141,000
Q3 2021

Nov 01, 2021
BUY
$74.65 - $80.95 $9,779 - $10,604
131 New
131 $10,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
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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