A detailed history of Db Wealth Management Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 20,091 shares of SCHM stock, worth $583,241. This represents 0.9% of its overall portfolio holdings.

Number of Shares
20,091
Previous 18,799 6.87%
Holding current value
$583,241
Previous $1.27 Million 18.95%
% of portfolio
0.9%
Previous 0.83%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

BUY
$63.01 - $75.95 $81,408 - $98,127
1,292 Added 6.87%
20,091 $1.51 Million
Q3 2023

Nov 09, 2023

BUY
$66.75 - $73.98 $141,510 - $156,837
2,120 Added 12.71%
18,799 $1.27 Million
Q2 2023

Aug 10, 2023

SELL
$65.29 - $71.03 $48,641 - $52,917
-745 Reduced 4.28%
16,679 $1.18 Million
Q1 2023

May 12, 2023

SELL
$64.24 - $73.9 $24,860 - $28,599
-387 Reduced 2.17%
17,424 $1.18 Million
Q4 2022

Feb 13, 2023

SELL
$61.05 - $69.94 $395,604 - $453,211
-6,480 Reduced 26.68%
17,811 $1.17 Million
Q3 2022

Nov 09, 2022

SELL
$60.5 - $72.51 $154,819 - $185,553
-2,559 Reduced 9.53%
24,291 $1.47 Million
Q2 2022

Aug 11, 2022

SELL
$60.91 - $76.4 $249,913 - $313,469
-4,103 Reduced 13.26%
26,850 $1.68 Million
Q1 2022

May 12, 2022

BUY
$70.66 - $80.89 $322,350 - $369,020
4,562 Added 17.29%
30,953 $2.35 Million
Q4 2021

Feb 09, 2022

BUY
$76.01 - $83.39 $103,449 - $113,493
1,361 Added 5.44%
26,391 $2.12 Million
Q3 2021

Nov 10, 2021

BUY
$74.65 - $80.95 $43,595 - $47,274
584 Added 2.39%
25,030 $1.92 Million
Q2 2021

Aug 04, 2021

BUY
$74.64 - $79.12 $362,227 - $383,969
4,853 Added 24.77%
24,446 $1.91 Million
Q1 2021

May 06, 2021

BUY
$67.07 - $76.85 $50,168 - $57,483
748 Added 3.97%
19,593 $1.46 Million
Q4 2020

Feb 03, 2021

BUY
$55.93 - $68.45 $1.05 Million - $1.29 Million
18,845 New
18,845 $1.29 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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