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 3,434 shares of SCHM stock, worth $99,689. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,434
Previous 3,711 7.46%
Holding current value
$99,689
Previous $302 Million 11.56%
% of portfolio
0.17%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Fin Dec Wealth Services, Inc. Portfolio

Follow Fin Dec Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.