Bcs Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Bcs Wealth Management

  • $312 Million
  • Q1 2024

A detailed history of Bcs Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bcs Wealth Management holds 29,876 shares of SCHM stock, worth $2.33 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
29,876
Previous 31,136 4.05%
Holding current value
$2.33 Million
Previous $2.35 Million 3.75%
% of portfolio
0.78%
Previous 0.86%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$72.89 - $81.43 $91,841 - $102,601
-1,260 Reduced 4.05%
29,876 $2.43 Million
Q4 2023

Jan 11, 2024
SELL
$63.01 - $75.95 $89,726 - $108,152
-1,424 Reduced 4.37%
31,136 $2.35 Million
Q3 2023

Oct 12, 2023
BUY
$66.75 - $73.98 $2.17 Million - $2.41 Million
32,560 New
32,560 $2.2 Million
Q1 2023

Apr 10, 2023
BUY
$64.24 - $73.9 $487,453 - $560,753
7,588 Added 24.43%
38,652 $2.62 Million
Q4 2022

Jan 10, 2023
SELL
$64.3 - $69.94 $39,480 - $42,943
-614 Reduced 1.94%
31,064 $2.04 Million
Q3 2022

Oct 07, 2022
BUY
N/A
1,530 Added 5.07%
31,678 $1.92 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-56 Reduced 0.19%
30,148 $1.89 Million
Q1 2022

Apr 28, 2022
SELL
N/A
-5,163 Reduced 14.6%
30,204 $2.29 Million
Q4 2021

Jan 18, 2022
BUY
N/A
6,245 Added 21.44%
35,367 $2.85 Million
Q3 2021

Oct 25, 2021
BUY
N/A
2,089 Added 7.73%
29,122 $2.23 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-621 Reduced 2.25%
27,033 $2.12 Million
Q1 2021

Apr 28, 2021
SELL
N/A
-1,296 Reduced 4.48%
27,654 $2.06 Million
Q4 2020

Jan 21, 2021
SELL
N/A
-2,097 Reduced 6.75%
28,950 $1.97 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-4 Reduced 0.01%
31,047 $1.72 Million
Q2 2020

Jul 21, 2020
BUY
N/A
1,022 Added 3.4%
31,051 $1.63 Million
Q1 2020

Apr 10, 2020
BUY
N/A
1,853 Added 6.58%
30,029 $1.27 Million
Q4 2019

Feb 10, 2020
BUY
N/A
28,176 New
28,176 $1.7 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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