Bsw Wealth Partners Schwab Strategic U.S. Mid Cap Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $6,680 - $7,685
-104 Reduced 3.11%
3,237 $219,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $203,968 - $233,669
3,341 New
3,341 $219,000
Q2 2022

Aug 15, 2022
SELL
$60.91 - $76.4 $5,481 - $6,876
-90 Reduced 2.71%
3,226 $202,000
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $2,543 - $2,912
-36 Reduced 1.07%
3,316 $252,000
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $228 - $250
3 Added 0.09%
3,352 $270,000
Q3 2021

Nov 15, 2021
SELL
$74.65 - $80.95 $2,538 - $2,752
-34 Reduced 1.01%
3,349 $257,000
Q2 2021

Aug 16, 2021
SELL
$74.64 - $79.12 $9,777 - $10,364
-131 Reduced 3.73%
3,383 $265,000
Q1 2021

May 17, 2021
SELL
$67.07 - $76.85 $67,673 - $77,541
-1,009 Reduced 22.31%
3,514 $262,000
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $167 - $205
3 Added 0.07%
4,523 $308,000
Q3 2020

Nov 13, 2020
SELL
$51.99 - $58.83 $23,863 - $27,002
-459 Reduced 9.22%
4,520 $251,000
Q2 2020

Aug 13, 2020
SELL
$39.01 - $57.03 $25,200 - $36,841
-646 Reduced 11.48%
4,979 $262,000
Q1 2020

May 14, 2020
SELL
$35.83 - $62.24 $18,488 - $32,115
-516 Reduced 8.4%
5,625 $237,000
Q4 2019

Feb 18, 2020
SELL
$54.56 - $60.24 $5,674 - $6,264
-104 Reduced 1.67%
6,141 $369,000
Q3 2019

Nov 12, 2019
BUY
$56.23 - $57.59 $168 - $172
3 Added 0.05%
6,245 $353,000
Q2 2019

Aug 13, 2019
SELL
N/A
-177 Reduced 2.76%
6,242 $356,000
Q1 2019

May 14, 2019
SELL
N/A
-1,497 Reduced 18.91%
6,419 $356,000
Q4 2018

Feb 13, 2019
BUY
N/A
4,352 Added 122.11%
7,916 $379,000
Q3 2018

Nov 09, 2018
BUY
N/A
3,564 New
3,564 $206,000
Q1 2018

May 10, 2018
SELL
N/A
-4,313 Closed
0 $0
Q4 2017

Feb 08, 2018
SELL
N/A
-3 Reduced 0.07%
4,313 $230,000
Q3 2017

Nov 03, 2017
BUY
N/A
4,316
4,316 $216,000

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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