Mission Wealth Management, LP Schwab Strategic U.S. Mid Cap Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,487 shares of SCHM stock, worth $265,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,487
Previous 3,148 201.37%
Holding current value
$265,066
Previous $261,000 0.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2025
BUY
$27.54 - $83.04 $174,576 - $526,390
6,339 Added 201.37%
9,487 $262,000
Q3 2024

Oct 31, 2024
BUY
$75.47 - $83.18 $377 - $415
5 Added 0.16%
3,148 $261,000
Q2 2024

Aug 02, 2024
SELL
$75.69 - $81.19 $336,442 - $360,889
-4,445 Reduced 58.58%
3,143 $244,000
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $553,089 - $617,890
7,588 New
7,588 $617,000

Others Institutions Holding SCHM

# of Institutions
1,010
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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