Nova R Wealth, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Nova R Wealth, Inc.

  • $194 Million
  • Q3 2024

A detailed history of Nova R Wealth, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nova R Wealth, Inc. holds 5,370 shares of SCHM stock, worth $154,065. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,370
Previous 5,726 6.22%
Holding current value
$154,065
Previous $445,000 0.22%
% of portfolio
0.23%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $26,867 - $29,612
-356 Reduced 6.22%
5,370 $446,000
Q2 2024

Jul 18, 2024
SELL
$75.69 - $81.19 $459,135 - $492,498
-6,066 Reduced 51.44%
5,726 $445,000
Q1 2024

Apr 12, 2024
BUY
$72.89 - $81.43 $859,518 - $960,222
11,792 New
11,792 $960,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
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
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