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

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Epg Wealth Management LLC holds 27 shares of SCHM stock, worth $754. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Previous 0 Infinity%
Holding current value
$754
Previous $0 Infinity%
% of portfolio
0.0%
Previous 100.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$75.47 - $83.18 $2,037 - $2,245
27 New
27 $2.24 Million
Q2 2024

Aug 13, 2024
SELL
$75.69 - $81.19 $25,053 - $26,873
-331 Closed
0 $0
Q3 2022

Nov 15, 2022
BUY
$60.5 - $72.51 $20,025 - $24,000
331 New
331 $20,000
Q2 2022

Aug 15, 2022
SELL
$60.91 - $76.4 $20,161 - $25,288
-331 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$70.66 - $80.89 $2,402 - $2,750
-34 Reduced 9.32%
331 $25,000
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $27,247 - $29,546
365 New
365 $28,000
Q2 2020

Aug 06, 2020
SELL
$39.01 - $57.03 $14,238 - $20,815
-365 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$54.56 - $60.24 $19,914 - $21,987
365 New
365 $22,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
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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