Cwm, LLC Schwab Strategic Tr Long Term Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Cwm, LLC holds 26,455 shares of SCHQ stock, worth $826,454. This represents 0.0% of its overall portfolio holdings.

Number of Shares

26,455

Previous 45,741 42.16%

Holding current value

$826,454

Previous $1.44 Million 39.71%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$30.72 - $33.22 $592,465 - $640,680	-19,286 Reduced 42.16%	26,455 $867,000
Q4 2024 Feb 04, 2025	SELL	$31.33 - $35.13 $431,163 - $483,459	-13,762 Reduced 23.13%	45,741 $1.44 Million
Q3 2024 Oct 08, 2024	SELL	$32.17 - $35.98 $11.2 Million - $12.5 Million	-347,341 Reduced 85.37%	59,503 $2.08 Million
Q2 2024 Jul 09, 2024	SELL	$31.45 - $33.71 $1.6 Million - $1.71 Million	-50,797 Reduced 11.1%	406,844 $13.3 Million
Q1 2024 Apr 05, 2024	SELL	$32.9 - $35.0 $1.42 Million - $1.51 Million	-43,231 Reduced 8.63%	457,641 $15.4 Million
Q4 2023 Feb 01, 2024	BUY	$29.71 - $35.56 $8.33 Million - $9.97 Million	280,271 Added 127.05%	500,872 $17.6 Million
Q3 2023 Oct 11, 2023	SELL	$31.58 - $36.29 $369,075 - $424,121	-11,687 Reduced 5.03%	220,601 $6.99 Million
Q2 2023 Aug 03, 2023	BUY	$35.48 - $38.22 $8.24 Million - $8.88 Million	232,288 New	232,288 $8.43 Million

Others Institutions Holding SCHQ

# of Institutions

108

Shares Held

18M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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