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 10,781 shares of SCHM stock, worth $310,924. This represents 0.47% of its overall portfolio holdings.

Number of Shares
10,781
Previous 10,954 1.58%
Holding current value
$310,924
Previous $853 Million 5.09%
% of portfolio
0.47%
Previous 0.5%

Shares

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

Nov 14, 2024

SELL
$75.47 - $83.18 $13,056 - $14,390
-173 Reduced 1.58%
10,781 $896 Million
Q2 2024

Aug 12, 2024

SELL
$75.69 - $81.19 $17,938 - $19,242
-237 Reduced 2.12%
10,954 $853 Million
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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