Decision Point Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Decision Point Financial, LLC

  • $258 Million
  • Q1 2024

A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Decision Point Financial, LLC holds 2,443 shares of SCHM stock, worth $190,138. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,443
Previous 2,435 0.33%
Holding current value
$190,138
Previous $183,000 8.2%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $583 - $651
8 Added 0.33%
2,443 $198,000
Q4 2023

Jan 30, 2024
BUY
$63.01 - $75.95 $153,429 - $184,938
2,435 New
2,435 $183,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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