Peterson Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Peterson Wealth Management

  • $167 Million
  • Q4 2024

A detailed history of Peterson Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Peterson Wealth Management holds 7,257 shares of SCHM stock, worth $185,488. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,257
Previous 2,419 200.0%
Holding current value
$185,488
Previous $200,000 0.5%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $133,238 - $401,747
4,838 Added 200.0%
7,257 $201,000
Q3 2024

Nov 13, 2024
BUY
$75.47 - $83.18 $182,561 - $201,212
2,419 New
2,419 $200,000

Others Institutions Holding SCHM

# of Institutions
1,000
Shares Held
284M
Call Options Held
15K
Put Options Held
1.1K
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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