Parkshore Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Parkshore Wealth Management, Inc.

  • $205 Billion
  • Q2 2025

A detailed history of Parkshore Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 19,161 shares of SCHM stock, worth $564,674. This represents 0.26% of its overall portfolio holdings.

Number of Shares
19,161
Previous 20,506 6.56%
Holding current value
$564,674
Previous $537 Million 0.04%
% of portfolio
0.26%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$22.92 - $28.05 $30,827 - $37,727
-1,345 Reduced 6.56%
19,161 $537 Million
Q1 2025

May 29, 2025
BUY
$25.58 - $29.24 $179 - $204
7 Added 0.03%
20,506 $537 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $564,542 - $1.7 Million
20,499 New
20,499 $568 Million

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
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 Parkshore Wealth Management, Inc. Portfolio

Follow Parkshore Wealth Management, Inc. 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 Parkshore Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Parkshore Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email