Cwm, LLC SCHWAB STRATEGIC TR Transaction History

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Number of Shares
1,710
Previous 2,162 20.91%
Holding current value
$46,000
Previous $57,000 19.3%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-452 Reduced 20.91%
1,710 $46,000
Q2 2025

Jul 25, 2025
SELL
N/A
-47 Reduced 2.13%
2,162 $57,000
Q1 2025

May 01, 2025
BUY
N/A
47 Added 2.17%
2,209 $58,000
Q4 2024

Feb 04, 2025
BUY
N/A
1,105 Added 104.54%
2,162 $57,000
Q3 2024

Oct 08, 2024
SELL
N/A
-382 Reduced 26.55%
1,057 $57,000
Q2 2024

Jul 09, 2024
BUY
N/A
1,439 New
1,439 $74,000
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