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

Perissos Private Wealth Management, LLC

  • $134 Billion
  • Q4 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 16,825 shares of SCHM stock, worth $486,242. This represents 0.35% of its overall portfolio holdings.

Number of Shares
16,825
Previous 5,603 200.29%
Holding current value
$486,242
Previous $466 Million 0.15%
% of portfolio
0.35%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
965
Shares Held
144M
Call Options Held
8.1K
Put Options Held
3.6K
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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