A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 3,286 shares of SCHM stock, worth $90,726. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,286
Previous 3,275 0.34%
Holding current value
$90,726
Previous $221,000 11.76%
% of portfolio
0.1%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$63.01 - $75.95 $693 - $835
11 Added 0.34%
3,286 $247,000
Q3 2023

Oct 23, 2023

BUY
$66.75 - $73.98 $667 - $739
10 Added 0.31%
3,275 $221,000
Q2 2023

Jul 11, 2023

BUY
$65.29 - $71.03 $9,467 - $10,299
145 Added 4.65%
3,265 $231,000
Q1 2023

Apr 14, 2023

SELL
$64.24 - $73.9 $16,702 - $19,214
-260 Reduced 7.69%
3,120 $211,000
Q4 2022

Feb 02, 2023

BUY
$61.05 - $69.94 $854 - $979
14 Added 0.42%
3,380 $221,000
Q3 2022

Oct 18, 2022

BUY
$60.5 - $72.51 $786 - $942
13 Added 0.39%
3,366 $204,000
Q2 2022

Jul 20, 2022

SELL
$60.91 - $76.4 $220,250 - $276,262
-3,616 Reduced 51.89%
3,353 $210,000
Q1 2022

May 10, 2022

BUY
$70.66 - $80.89 $492,429 - $563,722
6,969 New
6,969 $529,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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