Domani Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Domani Wealth, LLC

  • $431 Million
  • Q1 2023

A detailed history of Domani Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Domani Wealth, LLC holds 16,227 shares of SCHM stock, worth $1.26 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
16,227
Previous 16,227 -0.0%
Holding current value
$1.26 Million
Previous $1.06 Million 3.48%
% of portfolio
0.26%
Previous 0.27%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
SELL
$64.3 - $69.94 $2,057 - $2,238
-32 Reduced 0.2%
16,227 $0
Q3 2022

Oct 18, 2022
BUY
N/A
1 Added 0.01%
16,259 $984,000
Q2 2022

Jul 13, 2022
BUY
N/A
63 Added 0.39%
16,258 $1.02 Million
Q1 2022

Apr 15, 2022
BUY
N/A
1 Added 0.01%
16,195 $1.23 Million
Q4 2021

Jan 18, 2022
SELL
N/A
-20 Reduced 0.12%
16,194 $1.3 Million
Q3 2021

Oct 20, 2021
SELL
N/A
-31 Reduced 0.19%
16,214 $1.24 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-97 Reduced 0.59%
16,245 $1.27 Million
Q1 2021

Apr 12, 2021
SELL
N/A
-2,515 Reduced 13.34%
16,342 $1.22 Million
Q4 2020

Jan 21, 2021
BUY
N/A
2 Added 0.01%
18,857 $1.29 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-1,652 Reduced 8.06%
18,855 $1.05 Million
Q2 2020

Jul 24, 2020
SELL
N/A
-111 Reduced 0.54%
20,507 $1.08 Million
Q1 2020

Apr 10, 2020
SELL
N/A
-15,012 Reduced 42.13%
20,618 $869,000
Q4 2019

Jan 27, 2020
BUY
N/A
1,779 Added 5.26%
35,630 $2.14 Million
Q3 2019

Oct 11, 2019
BUY
N/A
1,550 Added 4.8%
33,851 $1.91 Million
Q2 2019

Jul 17, 2019
BUY
N/A
780 Added 2.47%
32,301 $1.84 Million
Q1 2019

Apr 24, 2019
BUY
N/A
3,899 Added 14.12%
31,521 $1.75 Million
Q4 2018

Jan 25, 2019
BUY
N/A
27,622 New
27,622 $1.32 Million

Others Institutions Holding SCHM

# of Institutions
906
Shares Held
96.1M
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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