Glassman Wealth Services Schwab Strategic U.S. Mid Cap Transaction History

Glassman Wealth Services

  • $596 Million
  • Q1 2025

A detailed history of Glassman Wealth Services transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Glassman Wealth Services holds 1,302 shares of SCHM stock, worth $35,453. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,302
Previous 1,395 6.67%
Holding current value
$35,453
Previous $38,000 10.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 08, 2025
SELL
$25.58 - $29.24 $2,378 - $2,719
-93 Reduced 6.67%
1,302 $34,000
Q4 2024

Feb 05, 2025
BUY
$27.54 - $83.04 $25,612 - $77,227
930 Added 200.0%
1,395 $38,000
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $159,317 - $175,592
-2,111 Reduced 81.95%
465 $38,000
Q2 2024

Aug 06, 2024
BUY
$75.69 - $81.19 $134,198 - $143,949
1,773 Added 220.8%
2,576 $200,000
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $40,183 - $44,535
602 Added 299.5%
803 $54,000
Q3 2022

Nov 09, 2022
SELL
$60.5 - $72.51 $61,649 - $73,887
-1,019 Reduced 83.52%
201 $12,000
Q2 2022

Aug 04, 2022
BUY
$60.91 - $76.4 $62,067 - $77,851
1,019 Added 506.97%
1,220 $77,000
Q1 2022

Apr 14, 2022
SELL
$70.66 - $80.89 $5,582 - $6,390
-79 Reduced 28.21%
201 $15,000
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $10,717 - $11,757
141 Added 101.44%
280 $23,000
Q1 2021

May 05, 2021
BUY
$67.07 - $76.85 $7,243 - $8,299
108 Added 348.39%
139 $10,000
Q2 2020

Aug 06, 2020
SELL
$39.01 - $57.03 $44,081 - $64,443
-1,130 Reduced 97.33%
31 $2,000
Q1 2020

May 12, 2020
BUY
$35.83 - $62.24 $22,429 - $38,962
626 Added 117.01%
1,161 $49,000
Q4 2019

Feb 07, 2020
BUY
$54.56 - $60.24 $1,691 - $1,867
31 Added 6.15%
535 $32,000
Q3 2019

Nov 01, 2019
SELL
$56.23 - $57.59 $11,189 - $11,460
-199 Reduced 28.31%
504 $28,000
Q2 2019

Aug 08, 2019
BUY
N/A
703 New
703 $40,000

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
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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