Motive Wealth Advisors Schwab Strategic U.S. Mid Cap Transaction History

Motive Wealth Advisors

  • $165 Million
  • Q1 2024

A detailed history of Motive Wealth Advisors transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Motive Wealth Advisors holds 11,834 shares of SCHM stock, worth $915,123. This represents 0.58% of its overall portfolio holdings.

Number of Shares
11,834
Previous 11,834 -0.0%
Holding current value
$915,123
Previous $891,000 8.08%
% of portfolio
0.58%
Previous 1.03%

Shares

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

Feb 13, 2024
SELL
$63.01 - $75.95 $63,010 - $75,950
-1,000 Reduced 7.79%
11,834 $891,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $209,595 - $232,297
-3,140 Reduced 19.66%
12,834 $868,000
Q3 2022

Oct 21, 2022
SELL
N/A
-32 Reduced 0.2%
15,974 $967,000
Q4 2021

Feb 08, 2022
SELL
N/A
-17 Reduced 0.11%
16,006 $1.29 Million
Q2 2021

Aug 16, 2021
BUY
N/A
16,023 New
16,023 $1.25 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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