Bip Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Bip Wealth, LLC

$1.53 Trillion
Q1 2025

A detailed history of Bip Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bip Wealth, LLC holds 15,213 shares of SCHM stock, worth $411,511. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,213

Previous 15,027 1.24%

Holding current value

$411,511

Previous $416 Million 4.28%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$25.58 - $29.24 $4,757 - $5,438	186 Added 1.24%	15,213 $399 Million
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $251,357 - $757,906	9,127 Added 154.69%	15,027 $416 Million
Q3 2024 Nov 07, 2024	BUY	$75.47 - $83.18 $159,845 - $176,175	2,118 Added 56.0%	5,900 $490 Million
Q2 2024 Aug 08, 2024	SELL	$75.69 - $81.19 $19,376 - $20,784	-256 Reduced 6.34%	3,782 $294 Million
Q1 2024 May 08, 2024	BUY	$72.89 - $81.43 $145 - $162	2 Added 0.05%	4,038 $329 Million
Q4 2023 Feb 02, 2024	SELL	$63.01 - $75.95 $1,575 - $1,898	-25 Reduced 0.62%	4,036 $304 Million
Q3 2023 Nov 09, 2023	BUY	$66.75 - $73.98 $34,443 - $38,173	516 Added 14.56%	4,061 $275 Million
Q2 2023 Jul 27, 2023	SELL	$65.29 - $71.03 $55,104 - $59,949	-844 Reduced 19.23%	3,545 $252 Million
Q1 2023 May 10, 2023	BUY	$64.24 - $73.9 $281,949 - $324,347	4,389 New	4,389 $298 Million

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account