Falcon Wealth Planning Schwab Strategic U.S. Mid Cap Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Falcon Wealth Planning holds 13,011 shares of SCHM stock, worth $376,538. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,011
Holding current value
$376,538
% of portfolio
0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $358,322 - $1.08 Million
13,011 New
13,011 $360,000
Q1 2022

May 05, 2022
SELL
$70.66 - $80.89 $213,393 - $244,287
-3,020 Closed
0 $0
Q3 2021

Oct 19, 2021
SELL
$74.65 - $80.95 $2,164 - $2,347
-29 Reduced 0.95%
3,020 $232,000
Q2 2021

Aug 10, 2021
SELL
$74.64 - $79.12 $17,689 - $18,751
-237 Reduced 7.21%
3,049 $239,000
Q1 2021

Apr 20, 2021
SELL
$67.07 - $76.85 $2,682 - $3,074
-40 Reduced 1.2%
3,286 $245,000
Q4 2020

Feb 01, 2021
BUY
$55.93 - $68.45 $186,023 - $227,664
3,326 New
3,326 $227,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
149M
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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