Heirloom Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Heirloom Wealth Management

  • $318 Million
  • Q4 2024

A detailed history of Heirloom Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heirloom Wealth Management holds 7,749 shares of SCHM stock, worth $223,946. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,749
Holding current value
$223,946
% of portfolio
0.07%

Shares

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

Jan 22, 2025
BUY
$27.54 - $83.04 $213,407 - $643,476
7,749 New
7,749 $214,000
Q4 2023

Jan 31, 2024
SELL
$63.01 - $75.95 $64,333 - $77,544
-1,021 Reduced 19.89%
4,112 $309,000
Q3 2023

Oct 23, 2023
SELL
$66.75 - $73.98 $215,001 - $238,289
-3,221 Reduced 38.56%
5,133 $347,000
Q2 2023

Aug 08, 2023
SELL
$65.29 - $71.03 $76,454 - $83,176
-1,171 Reduced 12.29%
8,354 $593,000
Q1 2023

Apr 27, 2023
SELL
$64.24 - $73.9 $1.02 Million - $1.17 Million
-15,825 Reduced 62.43%
9,525 $646,000
Q4 2022

Feb 01, 2023
BUY
$61.05 - $69.94 $1.55 Million - $1.77 Million
25,350 New
25,350 $1.66 Million

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
144M
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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