Better Money Decisions, LLC Schwab Strategic U.S. Mid Cap Transaction History

Better Money Decisions, LLC

  • $149 Million
  • Q1 2025

A detailed history of Better Money Decisions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Better Money Decisions, LLC holds 8,123 shares of SCHM stock, worth $234,673. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,123
Previous 8,102 0.26%
Holding current value
$234,673
Previous $224,000 5.36%
% of portfolio
0.14%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$25.58 - $29.24 $537 - $614
21 Added 0.26%
8,123 $212,000
Q4 2024

Jan 24, 2025
BUY
$27.54 - $83.04 $149,018 - $449,329
5,411 Added 201.08%
8,102 $224,000
Q3 2024

Oct 25, 2024
BUY
$75.47 - $83.18 $1,132 - $1,247
15 Added 0.56%
2,691 $223,000
Q2 2024

Jul 24, 2024
BUY
$75.69 - $81.19 $227 - $243
3 Added 0.11%
2,676 $208,000
Q1 2024

May 01, 2024
BUY
$72.89 - $81.43 $194,834 - $217,662
2,673 New
2,673 $217,000

Others Institutions Holding SCHM

# of Institutions
1,023
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
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