Paradigm, Strategies In Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $162 Million
  • Q1 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 46,622 shares of SCHM stock, worth $3.61 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
46,622
Previous 47,076 0.96%
Holding current value
$3.61 Million
Previous $3.55 Million 7.08%
% of portfolio
2.34%
Previous 2.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$72.89 - $81.43 $33,092 - $36,969
-454 Reduced 0.96%
46,622 $3.8 Million
Q4 2023

Jan 26, 2024
SELL
$63.01 - $75.95 $31,694 - $38,202
-503 Reduced 1.06%
47,076 $3.55 Million
Q3 2023

Oct 25, 2023
SELL
$66.75 - $73.98 $111,539 - $123,620
-1,671 Reduced 3.39%
47,579 $3.22 Million
Q2 2023

Jul 19, 2023
BUY
$65.29 - $71.03 $339,769 - $369,640
5,204 Added 11.81%
49,250 $3.5 Million
Q1 2023

May 02, 2023
SELL
$64.24 - $73.9 $139,657 - $160,658
-2,174 Reduced 4.7%
44,046 $2.99 Million
Q4 2022

Jan 20, 2023
SELL
$64.3 - $69.94 $12,860 - $13,988
-200 Reduced 0.43%
46,220 $0
Q3 2022

Nov 09, 2022
SELL
N/A
-767 Reduced 1.63%
46,420 $2.81 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-608 Reduced 1.27%
47,187 $2.96 Million
Q1 2022

Apr 18, 2022
BUY
N/A
483 Added 1.02%
47,795 $3.63 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-714 Reduced 1.49%
47,312 $3.81 Million
Q3 2021

Oct 15, 2021
BUY
N/A
586 Added 1.24%
48,026 $3.68 Million
Q2 2021

Jul 30, 2021
SELL
N/A
-2,492 Reduced 4.99%
47,440 $3.71 Million
Q1 2021

Apr 29, 2021
BUY
N/A
49,932 New
49,932 $3.72 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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