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

Gsb Wealth Management, LLC

  • $387 Million
  • Q3 2024

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 198 shares of SCHM stock, worth $5,639. This represents 0.0% of its overall portfolio holdings.

Number of Shares
198
Holding current value
$5,639
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
947
Shares Held
108M
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 Gsb Wealth Management, LLC Portfolio

Follow Gsb Wealth Management, 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 Gsb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gsb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email