Burt Wealth Advisors Schwab Strategic U.S. Mid Cap Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 15, 2021
SELL
$67.07 - $76.85 $4,829 - $5,533
-72 Closed
0 $0
Q2 2020

Aug 05, 2020
SELL
$39.01 - $57.03 $1,677 - $2,452
-43 Reduced 37.39%
72 $4,000
Q1 2020

Apr 29, 2020
BUY
$35.83 - $62.24 $1,540 - $2,676
43 Added 59.72%
115 $5,000
Q2 2017

Aug 07, 2017
BUY
N/A
72
72 $3,000

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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