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

Gray Wealth Management Inc.

  • $251 Million
  • Q3 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 2,890 shares of SCHM stock, worth $83,636. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,890
Previous 2,890 -0.0%
Holding current value
$83,636
Previous $224,000 7.14%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
965
Shares Held
149M
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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