Gray Wealth Management Inc. Schwab Strategic U.S. Mid Cap Transaction History

Gray Wealth Management Inc.

  • $261 Million
  • Q4 2024

A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gray Wealth Management Inc. holds 8,670 shares of SCHM stock, worth $226,893. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,670
Previous 2,890 200.0%
Holding current value
$226,893
Previous $240,000 -0.0%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Feb 10, 2025
BUY
$27.54 - $83.04 $159,181 - $479,971
5,780 Added 200.0%
8,670 $240,000
Q2 2024

Aug 09, 2024
BUY
$75.69 - $81.19 $9,839 - $10,554
130 Added 4.71%
2,890 $224,000
Q1 2024

May 02, 2024
SELL
$72.89 - $81.43 $20,044 - $22,393
-275 Reduced 9.06%
2,760 $224,000
Q4 2023

Jan 31, 2024
SELL
$63.01 - $75.95 $2,142 - $2,582
-34 Reduced 1.11%
3,035 $228,000
Q1 2023

Apr 11, 2023
SELL
$64.24 - $73.9 $44,968 - $51,730
-700 Reduced 18.57%
3,069 $208,000
Q4 2022

Feb 13, 2023
SELL
$61.05 - $69.94 $2,869 - $3,287
-47 Reduced 1.23%
3,769 $247,000
Q3 2022

Jan 03, 2023
BUY
$60.5 - $72.51 $60 - $72
1 Added 0.03%
3,816 $231,000
Q1 2022

Jan 03, 2023
BUY
$70.66 - $80.89 $141 - $161
2 Added 0.05%
3,815 $289,000
Q3 2021

Jan 03, 2023
SELL
$74.65 - $80.95 $3,657 - $3,966
-49 Reduced 1.27%
3,813 $292,000
Q1 2021

Jan 03, 2023
BUY
$67.07 - $76.85 $259,024 - $296,794
3,862 New
3,862 $287,000
Q4 2020

Jan 13, 2023
BUY
$55.93 - $68.45 $55 - $68
1 Added 0.03%
3,862 $264,000
Q3 2020

Jan 13, 2023
BUY
$51.99 - $58.83 $51 - $58
1 Added 0.03%
3,861 $215,000
Q2 2020

Jan 13, 2023
BUY
$39.01 - $57.03 $1,716 - $2,509
44 Added 1.15%
3,860 $203,000

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
273M
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
Track This Portfolio

Track Gray Wealth Management Inc. Portfolio

Follow Gray Wealth Management Inc. 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 Gray Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gray Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email