Dakota Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024

A detailed history of Dakota Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dakota Wealth Management holds 27,317 shares of SCHM stock, worth $761,871. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,317
Previous 27,340 0.08%
Holding current value
$761,871
Previous $2.13 Million 6.68%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 23, 2024
SELL
$75.47 - $83.18 $1,735 - $1,913
-23 Reduced 0.08%
27,317 $2.27 Million
Q2 2024

Jul 19, 2024
BUY
$75.69 - $81.19 $12,413 - $13,315
164 Added 0.6%
27,340 $2.13 Million
Q1 2024

Apr 24, 2024
BUY
$72.89 - $81.43 $188,129 - $210,170
2,581 Added 10.49%
27,176 $2.21 Million
Q4 2023

Jan 30, 2024
SELL
$63.01 - $75.95 $98,421 - $118,633
-1,562 Reduced 5.97%
24,595 $1.85 Million
Q3 2023

Oct 23, 2023
BUY
$66.75 - $73.98 $531,797 - $589,398
7,967 Added 43.8%
26,157 $1.77 Million
Q2 2023

Jul 31, 2023
BUY
$65.29 - $71.03 $65,747 - $71,527
1,007 Added 5.86%
18,190 $1.29 Million
Q1 2023

Apr 14, 2023
SELL
$64.24 - $73.9 $770 - $886
-12 Reduced 0.07%
17,183 $1.17 Million
Q4 2022

Feb 07, 2023
SELL
$61.05 - $69.94 $29,181 - $33,431
-478 Reduced 2.7%
17,195 $1.13 Million
Q3 2022

Nov 10, 2022
BUY
$60.5 - $72.51 $1,210 - $1,450
20 Added 0.11%
17,673 $1.07 Million
Q2 2022

Aug 05, 2022
SELL
$60.91 - $76.4 $18,821 - $23,607
-309 Reduced 1.72%
17,653 $1.11 Million
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $1.27 Million - $1.45 Million
17,962 New
17,962 $1.36 Million

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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