Onyx Bridge Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Onyx Bridge Wealth Group LLC

  • $639 Million
  • Q3 2024

A detailed history of Onyx Bridge Wealth Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 10,187 shares of SCHM stock, worth $283,504. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,187
Previous 10,124 0.62%
Holding current value
$283,504
Previous $787,000 7.5%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 16, 2024
BUY
$75.47 - $83.18 $4,754 - $5,240
63 Added 0.62%
10,187 $846,000
Q2 2024

Jul 22, 2024
SELL
$75.69 - $81.19 $4,692 - $5,033
-62 Reduced 0.61%
10,124 $787,000
Q1 2024

Apr 29, 2024
SELL
$72.89 - $81.43 $29,228 - $32,653
-401 Reduced 3.79%
10,186 $829,000
Q4 2023

Jan 31, 2024
BUY
$63.01 - $75.95 $71,264 - $85,899
1,131 Added 11.96%
10,587 $797,000
Q3 2023

Oct 16, 2023
BUY
$66.75 - $73.98 $47,058 - $52,155
705 Added 8.06%
9,456 $639,000
Q2 2023

Jul 25, 2023
BUY
$65.29 - $71.03 $2,350 - $2,557
36 Added 0.41%
8,751 $621,000
Q1 2023

Apr 10, 2023
BUY
$64.24 - $73.9 $9,379 - $10,789
146 Added 1.7%
8,715 $591,000
Q4 2022

Jan 11, 2023
SELL
$61.05 - $69.94 $7,509 - $8,602
-123 Reduced 1.42%
8,569 $0
Q3 2022

Oct 13, 2022
BUY
$60.5 - $72.51 $3,146 - $3,770
52 Added 0.6%
8,692 $535,000
Q2 2022

Jul 25, 2022
BUY
$60.91 - $76.4 $5,116 - $6,417
84 Added 0.98%
8,640 $572,000
Q1 2022

May 09, 2022
SELL
$70.66 - $80.89 $457,170 - $523,358
-6,470 Reduced 43.06%
8,556 $607,000
Q4 2021

Jan 18, 2022
BUY
$76.01 - $83.39 $13,909 - $15,260
183 Added 1.23%
15,026 $1.22 Million
Q3 2021

Oct 20, 2021
SELL
$74.65 - $80.95 $3.3 Million - $3.58 Million
-44,255 Reduced 74.88%
14,843 $1.19 Million
Q2 2021

Jul 20, 2021
BUY
$74.64 - $79.12 $1.07 Million - $1.13 Million
14,314 Added 31.96%
59,098 $4.48 Million
Q1 2021

May 12, 2021
BUY
$67.07 - $76.85 $2.3 Million - $2.63 Million
34,260 Added 325.54%
44,784 $3.33 Million
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $588,607 - $720,367
10,524 New
10,524 $718,000

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
Track This Portfolio

Track Onyx Bridge Wealth Group LLC Portfolio

Follow Onyx Bridge Wealth 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 Onyx Bridge Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Onyx Bridge Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email