Grantvest Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Grantvest Financial Group LLC

  • $89.5 Billion
  • Q4 2024

A detailed history of Grantvest Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Grantvest Financial Group LLC holds 37,634 shares of SCHM stock, worth $1.08 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
37,634
Holding current value
$1.08 Million
% of portfolio
1.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $1.04 Million - $3.13 Million
37,634 New
37,634 $1.04 Billion

Others Institutions Holding SCHM

# of Institutions
994
Shares Held
237M
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
Track This Portfolio

Track Grantvest Financial Group LLC Portfolio

Follow Grantvest Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grantvest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grantvest Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email