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

David Wealth Management LLC

  • $120 Billion
  • Q1 2025

A detailed history of David Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, David Wealth Management LLC holds 11,104 shares of SCHM stock, worth $283,818. This represents 0.24% of its overall portfolio holdings.

Number of Shares
11,104
Previous 10,887 1.99%
Holding current value
$283,818
Previous $302 Million 3.57%
% of portfolio
0.24%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$25.58 - $29.24 $5,550 - $6,345
217 Added 1.99%
11,104 $291 Million
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $299,827 - $904,056
10,887 New
10,887 $302 Million

Others Institutions Holding SCHM

# of Institutions
1,002
Shares Held
284M
Call Options Held
15K
Put Options Held
1.1K
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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