Fin Dec Wealth Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Fin Dec Wealth Services, Inc.

$144 Billion
Q4 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 7,282 shares of SCHM stock, worth $203,750. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,282

Previous 3,457 110.65%

Holding current value

$203,750

Previous $287 Million 29.76%

% of portfolio

0.14%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $105,340 - $317,628	3,825 Added 110.65%	7,282 $202 Million
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $1,735 - $1,913	23 Added 0.67%	3,457 $287 Million
Q2 2024 Jul 17, 2024	SELL	$75.69 - $81.19 $20,966 - $22,489	-277 Reduced 7.46%	3,434 $267 Million
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $9,038 - $10,097	-124 Reduced 3.23%	3,711 $302 Million
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $2,898 - $3,493	46 Added 1.21%	3,835 $289 Million
Q3 2023 Oct 19, 2023	SELL	$66.75 - $73.98 $50,930 - $56,446	-763 Reduced 16.76%	3,789 $256 Million
Q2 2023 Jul 19, 2023	SELL	$65.29 - $71.03 $165,248 - $179,776	-2,531 Reduced 35.73%	4,552 $323 Million
Q1 2023 May 10, 2023	SELL	$64.24 - $73.9 $20,299 - $23,352	-316 Reduced 4.27%	7,083 $481 Million
Q4 2022 Jan 25, 2023	BUY	$61.05 - $69.94 $451,708 - $517,486	7,399 New	7,399 $485 Million

Others Institutions Holding SCHM

# of Institutions

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Fin Dec Wealth Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History