My Purposeful Wealth Corp. Schwab Strategic U.S. Mid Cap Transaction History

My Purposeful Wealth Corp.

  • $221 Billion
  • Q4 2024

A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 9,462 shares of SCHM stock, worth $247,620. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,462
Previous 2,602 263.64%
Holding current value
$247,620
Previous $216 Million 21.28%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Feb 03, 2025
BUY
$27.54 - $83.04 $188,924 - $569,654
6,860 Added 263.64%
9,462 $262 Million
Q3 2024

Oct 29, 2024
BUY
$75.47 - $83.18 $196,372 - $216,434
2,602 New
2,602 $216 Million
Q1 2024

Apr 29, 2024
SELL
$72.89 - $81.43 $48,326 - $53,988
-663 Reduced 20.01%
2,651 $216 Million
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $208,815 - $251,698
3,314 New
3,314 $250 Million
Q2 2023

Jul 24, 2023
BUY
$65.29 - $71.03 $189,732 - $206,413
2,906 New
2,906 $206 Million

Others Institutions Holding SCHM

# of Institutions
1,008
Shares Held
273M
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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