Keystone Wealth Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 11,678 shares of SCHM stock, worth $298,723. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,678
Previous 3,891 200.13%
Holding current value
$298,723
Previous $323,000 -0.0%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Feb 06, 2025
BUY
$27.54 - $83.04 $214,453 - $646,632
7,787 Added 200.13%
11,678 $323,000
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $11,094 - $12,227
-147 Reduced 3.64%
3,891 $323,000
Q1 2024

Apr 12, 2024
BUY
$72.89 - $81.43 $72 - $81
1 Added 0.02%
4,038 $328,000
Q4 2023

Jan 17, 2024
SELL
$63.01 - $75.95 $1,008 - $1,215
-16 Reduced 0.39%
4,037 $304,000
Q3 2023

Oct 05, 2023
SELL
$66.75 - $73.98 $6,541 - $7,250
-98 Reduced 2.36%
4,053 $274,000
Q2 2023

Jul 20, 2023
BUY
$65.29 - $71.03 $130 - $142
2 Added 0.05%
4,151 $294,000
Q1 2023

Apr 07, 2023
SELL
$64.24 - $73.9 $11,498 - $13,228
-179 Reduced 4.14%
4,149 $281,000
Q4 2022

Feb 09, 2023
BUY
$61.05 - $69.94 $11,172 - $12,799
183 Added 4.41%
4,328 $283,000
Q3 2022

Oct 31, 2022
SELL
$60.5 - $72.51 $121 - $145
-2 Reduced 0.05%
4,145 $251,000
Q2 2022

Jul 13, 2022
SELL
$60.91 - $76.4 $148,376 - $186,110
-2,436 Reduced 37.0%
4,147 $260,000
Q1 2022

Apr 21, 2022
SELL
$70.66 - $80.89 $45,929 - $52,578
-650 Reduced 8.99%
6,583 $499,000
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $549,780 - $603,159
7,233 New
7,233 $582,000

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
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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