Perissos Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Perissos Private Wealth Management, LLC

  • $112 Billion
  • Q2 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 5,610 shares of SCHM stock, worth $465,966. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,610
Previous 7,463 24.83%
Holding current value
$465,966
Previous $608 Million 28.15%
% of portfolio
0.39%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$75.69 - $81.19 $140,253 - $150,445
-1,853 Reduced 24.83%
5,610 $437 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $543,978 - $607,712
7,463 New
7,463 $608 Million

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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