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

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

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 16,838 shares of SCHM stock, worth $487,965. This represents 0.4% of its overall portfolio holdings.

Number of Shares
16,838
Previous 16,825 0.08%
Holding current value
$487,965
Previous $466 Million 5.37%
% of portfolio
0.4%
Previous 0.35%

Shares

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

Apr 25, 2025
BUY
$25.58 - $29.24 $332 - $380
13 Added 0.08%
16,838 $441 Million
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $309,053 - $931,874
11,222 Added 200.29%
16,825 $466 Million
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $528 - $582
-7 Reduced 0.12%
5,603 $466 Million
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
1,022
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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