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

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

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 9,318 shares of SCHM stock, worth $269,290. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,318
Previous 3,106 200.0%
Holding current value
$269,290
Previous $258,000 -0.0%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
967
Shares Held
147M
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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