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

David Wealth Management LLC

  • $121 Billion
  • Q4 2024

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 10,887 shares of SCHM stock, worth $315,723. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,887
Holding current value
$315,723
% of portfolio
0.25%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
971
Shares Held
157M
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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