Biltmore Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History

Biltmore Family Office, LLC

  • $566 Million
  • Q3 2024

A detailed history of Biltmore Family Office, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Biltmore Family Office, LLC holds 7,335 shares of SCHM stock, worth $204,573. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,335
Previous 1,201 510.74%
Holding current value
$204,573
Previous $93,000 554.84%
% of portfolio
0.11%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$75.47 - $83.18 $462,932 - $510,226
6,134 Added 510.74%
7,335 $609,000
Q4 2023

Feb 14, 2024
SELL
$63.01 - $75.95 $8,254 - $9,949
-131 Reduced 9.83%
1,201 $90,000
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $88,911 - $98,541
1,332 New
1,332 $90,000
Q4 2022

Feb 07, 2023
BUY
$61.05 - $69.94 $374,480 - $429,011
6,134 New
6,134 $402,000

Others Institutions Holding SCHM

# of Institutions
950
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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