Gsb Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Gsb Wealth Management, LLC

  • $384 Million
  • Q2 2025

A detailed history of Gsb Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 655 shares of SCHM stock, worth $19,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares
655
Previous 611 7.2%
Holding current value
$19,486
Previous $15,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$22.92 - $28.05 $1,008 - $1,234
44 Added 7.2%
655 $18,000
Q1 2025

Apr 18, 2025
BUY
$25.58 - $29.24 $15,629 - $17,865
611 New
611 $15,000
Q3 2024

Oct 25, 2024
BUY
$75.47 - $83.18 $14,943 - $16,469
198 New
198 $16,000
Q2 2023

Aug 08, 2023
BUY
$65.29 - $71.03 $1,305 - $1,420
20 Added 2.12%
963 $68,000
Q1 2023

May 18, 2023
BUY
$64.24 - $73.9 $60,578 - $69,687
943 New
943 $63,000

Others Institutions Holding SCHM

# of Institutions
1,041
Shares Held
284M
Call Options Held
9.4K
Put Options Held
0
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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