Hilltop Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Hilltop Wealth Advisors, LLC

$198 Million
Q4 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 165,300 shares of SCHM stock, worth $4.33 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

165,300

Previous 57,455 187.7%

Holding current value

$4.33 Million

Previous $4.77 Million 4.04%

% of portfolio

2.32%

Previous 2.23%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$27.54 - $83.04 $2.97 Million - $8.96 Million	107,845 Added 187.7%	165,300 $4.58 Million
Q3 2024 Oct 09, 2024	SELL	$75.47 - $83.18 $29,735 - $32,772	-394 Reduced 0.68%	57,455 $4.77 Million
Q2 2024 Jul 03, 2024	SELL	$75.69 - $81.19 $287,243 - $308,116	-3,795 Reduced 6.16%	57,849 $4.5 Million
Q1 2024 Apr 05, 2024	SELL	$72.89 - $81.43 $508,772 - $568,381	-6,980 Reduced 10.17%	61,644 $5.02 Million
Q4 2023 Jan 17, 2024	BUY	$63.01 - $75.95 $23,250 - $28,025	369 Added 0.54%	68,624 $5.17 Million
Q3 2023 Oct 16, 2023	SELL	$66.75 - $73.98 $6,808 - $7,545	-102 Reduced 0.15%	68,255 $4.62 Million
Q2 2023 Jul 19, 2023	BUY	$65.29 - $71.03 $54,647 - $59,452	837 Added 1.24%	68,357 $4.86 Million
Q1 2023 Apr 19, 2023	SELL	$64.24 - $73.9 $111,392 - $128,142	-1,734 Reduced 2.5%	67,520 $4.58 Million
Q4 2022 Feb 02, 2023	BUY	$61.05 - $69.94 $110,317 - $126,381	1,807 Added 2.68%	69,254 $4.54 Million
Q3 2022 Nov 10, 2022	SELL	$60.5 - $72.51 $416,300 - $498,941	-6,881 Reduced 9.26%	67,447 $4.08 Million
Q2 2022 Jul 15, 2022	BUY	$60.91 - $76.4 $541,428 - $679,119	8,889 Added 13.58%	74,328 $4.66 Million
Q1 2022 Apr 19, 2022	BUY	$70.66 - $80.89 $203,147 - $232,558	2,875 Added 4.6%	65,439 $4.96 Million
Q4 2021 Jan 19, 2022	BUY	$76.01 - $83.39 $35,116 - $38,526	462 Added 0.74%	62,564 $5.03 Million
Q3 2021 Oct 21, 2021	BUY	$74.65 - $80.95 $9,480 - $10,280	127 Added 0.2%	62,102 $4.76 Million
Q2 2021 Jul 12, 2021	BUY	$74.64 - $79.12 $108,153 - $114,644	1,449 Added 2.39%	61,975 $4.85 Million
Q1 2021 Apr 13, 2021	SELL	$67.07 - $76.85 $1.95 Million - $2.23 Million	-29,040 Reduced 32.42%	60,526 $4.51 Million
Q4 2020 Jan 15, 2021	BUY	$55.93 - $68.45 $81,154 - $99,320	1,451 Added 1.65%	89,566 $6.11 Million
Q3 2020 Oct 21, 2020	BUY	$51.99 - $58.83 $140,892 - $159,429	2,710 Added 3.17%	88,115 $4.89 Million
Q2 2020 Jul 09, 2020	BUY	$39.01 - $57.03 $3.33 Million - $4.87 Million	85,405 New	85,405 $4.49 Million

Others Institutions Holding SCHM

# of Institutions

1,009

Shares Held

276M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hilltop Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hilltop Wealth Advisors, LLC with notifications on news.

Account

Hilltop Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History