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

Nova R Wealth, Inc.

  • $186 Million
  • Q2 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 5,726 shares of SCHM stock, worth $475,487. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,726
Previous 11,792 51.44%
Holding current value
$475,487
Previous $960,000 53.65%
% of portfolio
0.24%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
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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