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

Paradigm, Strategies In Wealth Management, LLC

  • $141 Million
  • Q1 2025

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 118,144 shares of SCHM stock, worth $3.22 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
118,144
Previous 120,311 1.8%
Holding current value
$3.22 Million
Previous $3.33 Million 7.14%
% of portfolio
2.2%
Previous 2.31%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$25.58 - $29.24 $55,431 - $63,363
-2,167 Reduced 1.8%
118,144 $3.1 Million
Q4 2024

Jan 14, 2025
BUY
$27.54 - $83.04 $2.17 Million - $6.55 Million
78,909 Added 190.59%
120,311 $3.33 Million
Q3 2024

Oct 24, 2024
SELL
$75.47 - $83.18 $15,622 - $17,218
-207 Reduced 0.5%
41,402 $3.44 Million
Q2 2024

Jul 30, 2024
SELL
$75.69 - $81.19 $379,433 - $407,005
-5,013 Reduced 10.75%
41,609 $3.24 Million
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
$61.05 - $69.94 $12,210 - $13,988
-200 Reduced 0.43%
46,220 $0
Q3 2022

Nov 09, 2022
SELL
$60.5 - $72.51 $46,403 - $55,615
-767 Reduced 1.63%
46,420 $2.81 Million
Q2 2022

Jul 18, 2022
SELL
$60.91 - $76.4 $37,033 - $46,451
-608 Reduced 1.27%
47,187 $2.96 Million
Q1 2022

Apr 18, 2022
BUY
$70.66 - $80.89 $34,128 - $39,069
483 Added 1.02%
47,795 $3.63 Million
Q4 2021

Feb 08, 2022
SELL
$76.01 - $83.39 $54,271 - $59,540
-714 Reduced 1.49%
47,312 $3.81 Million
Q3 2021

Oct 15, 2021
BUY
$74.65 - $80.95 $43,744 - $47,436
586 Added 1.24%
48,026 $3.68 Million
Q2 2021

Jul 30, 2021
SELL
$74.64 - $79.12 $186,002 - $197,167
-2,492 Reduced 4.99%
47,440 $3.71 Million
Q1 2021

Apr 29, 2021
BUY
$67.07 - $76.85 $3.35 Million - $3.84 Million
49,932 New
49,932 $3.72 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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