Blue Chip Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Blue Chip Wealth Advisors LLC

  • $155 Billion
  • Q1 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 11,191 shares of SCHM stock, worth $903,001. This represents 0.59% of its overall portfolio holdings.

Number of Shares
11,191
Previous 11,244 0.47%
Holding current value
$903,001
Previous $847 Million 7.6%
% of portfolio
0.59%
Previous 0.59%

Shares

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

Apr 30, 2024
SELL
$72.89 - $81.43 $3,863 - $4,315
-53 Reduced 0.47%
11,191 $911 Million
Q4 2023

Mar 15, 2024
BUY
$63.01 - $75.95 $708,484 - $853,981
11,244 New
11,244 $847 Million

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96.1M
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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