Gps Wealth Strategies Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Gps Wealth Strategies Group, LLC

  • $705 Million
  • Q1 2025

A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 174 shares of SCHM stock, worth $4,263. This represents 0.0% of its overall portfolio holdings.

Number of Shares
174
Previous 154 12.99%
Holding current value
$4,263
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 15, 2025
BUY
$25.58 - $29.24 $511 - $584
20 Added 12.99%
174 $4,000
Q4 2024

Jan 24, 2025
BUY
$27.54 - $83.04 $2,836 - $8,553
103 Added 201.96%
154 $4,000
Q2 2024

Jul 16, 2024
BUY
$75.69 - $81.19 $3,103 - $3,328
41 Added 410.0%
51 $3,000
Q1 2023

Apr 17, 2023
BUY
$64.24 - $73.9 $642 - $739
10 New
10 $0

Others Institutions Holding SCHM

# of Institutions
1,005
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
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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