Fingerlakes Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Fingerlakes Wealth Management, Inc.

  • $120 Million
  • Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 4,477 shares of SCHM stock, worth $129,967. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,477
Previous 4,469 0.18%
Holding current value
$129,967
Previous $347,000 6.92%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Oct 31, 2024
BUY
$75.47 - $83.18 $603 - $665
8 Added 0.18%
4,477 $371,000
Q2 2024

Aug 07, 2024
SELL
$75.69 - $81.19 $2,270 - $2,435
-30 Reduced 0.67%
4,469 $347,000
Q1 2024

Apr 24, 2024
BUY
$72.89 - $81.43 $1,093 - $1,221
15 Added 0.33%
4,499 $366,000
Q4 2023

Jan 26, 2024
SELL
$63.01 - $75.95 $12,854 - $15,493
-204 Reduced 4.35%
4,484 $337,000
Q3 2023

Nov 07, 2023
SELL
$66.75 - $73.98 $52,465 - $58,148
-786 Reduced 14.36%
4,688 $317,000
Q2 2023

Aug 10, 2023
SELL
$65.29 - $71.03 $9,924 - $10,796
-152 Reduced 2.7%
5,474 $388,000
Q1 2023

May 02, 2023
BUY
$64.24 - $73.9 $513 - $591
8 Added 0.14%
5,626 $381,000
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $854 - $979
14 Added 0.25%
5,618 $368,000
Q3 2022

Oct 28, 2022
SELL
$60.5 - $72.51 $4,295 - $5,148
-71 Reduced 1.25%
5,604 $339,000
Q2 2022

Aug 05, 2022
SELL
$60.91 - $76.4 $6,334 - $7,945
-104 Reduced 1.8%
5,675 $356,000
Q1 2022

May 06, 2022
BUY
$70.66 - $80.89 $46,776 - $53,549
662 Added 12.94%
5,779 $438,000
Q4 2021

Feb 17, 2022
BUY
$76.01 - $83.39 $388,943 - $426,706
5,117 New
5,117 $410,000

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
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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