Fsm Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 9,282 shares of SCHM stock, worth $251,078. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,282
Previous 9,318 0.39%
Holding current value
$251,078
Previous $258,000 5.81%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$25.58 - $29.24 $920 - $1,052
-36 Reduced 0.39%
9,282 $243,000
Q4 2024

Jan 24, 2025
BUY
$27.54 - $83.04 $171,078 - $515,844
6,212 Added 200.0%
9,318 $258,000
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $226,396 - $252,921
3,106 New
3,106 $252,000

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.47K
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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