Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 334,864 shares of SCHM stock, worth $9.65 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
334,864
Previous 110,412 203.29%
Holding current value
$9.65 Million
Previous $9.17 Million 1.14%
% of portfolio
0.35%
Previous 0.38%

Shares

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

Jan 17, 2025
BUY
$27.54 - $83.04 $6.18 Million - $18.6 Million
224,452 Added 203.29%
334,864 $9.28 Million
Q3 2024

Nov 08, 2024
BUY
$75.47 - $83.18 $26,942 - $29,695
357 Added 0.32%
110,412 $9.17 Million
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $401,989 - $431,200
5,311 Added 5.07%
110,055 $8.57 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $63,778 - $71,251
875 Added 0.84%
104,744 $8.53 Million
Q4 2023

Jan 30, 2024
BUY
$63.01 - $75.95 $27,346 - $32,962
434 Added 0.42%
103,869 $7.82 Million
Q3 2023

Oct 17, 2023
BUY
$66.75 - $73.98 $129,361 - $143,373
1,938 Added 1.91%
103,435 $7 Million
Q2 2023

Jul 19, 2023
BUY
$65.29 - $71.03 $232,889 - $253,364
3,567 Added 3.64%
101,497 $7.21 Million
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $210,385 - $242,022
3,275 Added 3.46%
97,930 $6.64 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $136,813 - $156,735
2,241 Added 2.42%
94,655 $6.21 Million
Q3 2022

Oct 26, 2022
BUY
$60.5 - $72.51 $98,494 - $118,046
1,628 Added 1.79%
92,414 $5.59 Million
Q2 2022

Aug 10, 2022
BUY
$60.91 - $76.4 $5,542 - $6,952
91 Added 0.1%
90,786 $5.7 Million
Q1 2022

May 13, 2022
SELL
$70.66 - $80.89 $11,446 - $13,104
-162 Reduced 0.18%
90,695 $6.88 Million
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $4.72 Million - $5.18 Million
-62,121 Reduced 40.61%
90,857 $7.31 Million
Q3 2021

Nov 02, 2021
BUY
$74.65 - $80.95 $9.74 Million - $10.6 Million
130,410 Added 577.85%
152,978 $11.7 Million
Q2 2021

Jul 27, 2021
BUY
$74.64 - $79.12 $447 - $474
6 Added 0.03%
22,568 $1.77 Million
Q1 2021

May 11, 2021
SELL
$67.07 - $76.85 $73,039 - $83,689
-1,089 Reduced 4.6%
22,562 $1.68 Million
Q4 2020

Feb 09, 2021
SELL
$55.93 - $68.45 $27,349 - $33,472
-489 Reduced 2.03%
23,651 $1.61 Million
Q3 2020

Oct 20, 2020
SELL
$51.99 - $58.83 $53,029 - $60,006
-1,020 Reduced 4.05%
24,140 $1.34 Million
Q2 2020

Jul 02, 2020
SELL
$39.01 - $57.03 $198,951 - $290,853
-5,100 Reduced 16.85%
25,160 $0
Q1 2020

Apr 01, 2020
SELL
$35.83 - $62.24 $206,559 - $358,813
-5,765 Reduced 16.0%
30,260 $0
Q4 2019

Feb 11, 2020
SELL
$54.56 - $60.24 $3.54 Million - $3.91 Million
-64,851 Reduced 64.29%
36,025 $0
Q3 2019

Oct 09, 2019
BUY
$56.23 - $57.59 $100,764 - $103,201
1,792 Added 1.81%
100,876 $0
Q2 2019

Aug 14, 2019
BUY
N/A
3,318 Added 3.46%
99,084 $5.66 Million
Q1 2019

May 08, 2019
BUY
N/A
3,273 Added 3.54%
95,766 $5.3 Million
Q4 2018

Feb 13, 2019
BUY
N/A
3,475 Added 3.9%
92,493 $4.43 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-5,050 Reduced 5.37%
89,018 $5.15 Million
Q2 2018

Aug 16, 2018
BUY
N/A
16 Added 0.02%
94,068 $5.16 Million
Q1 2018

May 15, 2018
SELL
N/A
-2,899 Reduced 2.99%
94,052 $4.97 Million
Q4 2017

Feb 08, 2018
BUY
N/A
275 Added 0.28%
96,951 $5.17 Million
Q3 2017

Nov 08, 2017
BUY
N/A
96,676
96,676 $4.84 Million

Others Institutions Holding SCHM

# of Institutions
964
Shares Held
156M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email