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

Blue Chip Wealth Advisors LLC

$204 Billion
Q1 2025

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 28,211 shares of SCHM stock, worth $763,107. This represents 0.36% of its overall portfolio holdings.

Number of Shares

28,211

Previous 33,175 14.96%

Holding current value

$763,107

Previous $919 Million 19.59%

% of portfolio

0.36%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$25.58 - $29.24 $126,979 - $145,147	-4,964 Reduced 14.96%	28,211 $739 Million
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $616,730 - $1.86 Million	22,394 Added 207.72%	33,175 $919 Million
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

# 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

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