Congress Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Congress Wealth Management LLC holds 63,981 shares of SCHM stock, worth $1.85 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
63,981
Previous 63,745 0.37%
Holding current value
$1.85 Million
Previous $4.96 Million 7.16%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 12, 2024
BUY
$75.47 - $83.18 $17,810 - $19,630
236 Added 0.37%
63,981 $5.32 Million
Q2 2024

Aug 13, 2024
SELL
$75.69 - $81.19 $52,680 - $56,508
-696 Reduced 1.08%
63,745 $4.96 Million
Q1 2024

Apr 18, 2024
SELL
$72.89 - $81.43 $120,122 - $134,196
-1,648 Reduced 2.49%
64,441 $5.25 Million
Q4 2023

Feb 09, 2024
SELL
$63.01 - $75.95 $107,621 - $129,722
-1,708 Reduced 2.52%
66,089 $4.98 Million
Q3 2023

Oct 30, 2023
SELL
$66.75 - $73.98 $1.37 Million - $1.52 Million
-20,573 Reduced 23.28%
67,797 $4.59 Million
Q2 2023

Jul 13, 2023
SELL
$65.29 - $71.03 $194,498 - $211,598
-2,979 Reduced 3.26%
88,370 $6.28 Million
Q1 2023

Apr 14, 2023
BUY
$64.24 - $73.9 $138,180 - $158,958
2,151 Added 2.41%
91,349 $6.2 Million
Q4 2022

Feb 02, 2023
SELL
$61.05 - $69.94 $130,402 - $149,391
-2,136 Reduced 2.34%
89,198 $5.85 Million
Q3 2022

Nov 08, 2022
BUY
$60.5 - $72.51 $13,552 - $16,242
224 Added 0.25%
91,334 $5.53 Million
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $334,517 - $419,588
5,492 Added 6.41%
91,110 $5.72 Million
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $1.69 Million - $1.93 Million
-23,850 Reduced 21.79%
85,618 $6.49 Million
Q4 2021

Feb 04, 2022
BUY
$76.01 - $83.39 $8.32 Million - $9.13 Million
109,468 New
109,468 $8.81 Million

Others Institutions Holding SCHM

# of Institutions
947
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email