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

Mission Wealth Management, LP

$4.01 Billion
Q1 2025

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 18,646 shares of SCHM stock, worth $507,730. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,646

Previous 9,487 96.54%

Holding current value

$507,730

Previous $262,000 85.88%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$25.58 - $29.24 $234,287 - $267,809	9,159 Added 96.54%	18,646 $487,000
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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