Balanced Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Balanced Wealth Group LLC holds 44,400 shares of SCHM stock, worth $1.28 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
44,400
Previous 45,176 1.72%
Holding current value
$1.28 Million
Previous $3.48 Billion 5.93%
% of portfolio
1.63%
Previous 1.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$75.47 - $83.18 $58,564 - $64,547
-776 Reduced 1.72%
44,400 $3.69 Billion
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $9,461 - $10,148
125 Added 0.28%
45,176 $3.48 Billion
Q1 2024

May 13, 2024
BUY
$72.89 - $81.43 $506,439 - $565,775
6,948 Added 18.23%
45,051 $3.6 Billion
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $2.4 Million - $2.89 Million
38,103 New
38,103 $2.87 Billion

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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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