Pillar Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Pillar Wealth Advisors, LLC

$105 Million
Q1 2024

A detailed history of Pillar Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pillar Wealth Advisors, LLC holds 112,663 shares of SCHM stock, worth $8.77 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares

112,663

Previous 122,239 7.83%

Holding current value

$8.77 Million

Previous $9.21 Million 0.36%

% of portfolio

8.75%

Previous 8.91%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$72.89 - $81.43 $697,994 - $779,773	-9,576 Reduced 7.83%	112,663 $9.17 Million
Q4 2023 Feb 05, 2024	SELL	$63.01 - $75.95 $644,655 - $777,044	-10,231 Reduced 7.72%	122,239 $9.21 Million
Q3 2023 Nov 07, 2023	SELL	$66.75 - $73.98 $317,930 - $352,366	-4,763 Reduced 3.47%	132,470 $8.97 Million
Q2 2023 Aug 04, 2023	SELL	$65.29 - $71.03 $318,549 - $346,555	-4,879 Reduced 3.43%	137,233 $9.75 Million
Q1 2023 May 05, 2023	SELL	$64.24 - $73.9 $111,135 - $127,847	-1,730 Reduced 1.2%	142,112 $9.64 Million

Q4 2022 Feb 09, 2023	SELL	$64.3 - $69.94 $41,730 - $45,391	-649 Reduced 0.45%	143,842 $9.44 Million
Q3 2022 Nov 04, 2022	BUY	N/A	992 Added 0.69%	144,491 $8.75 Million
Q2 2022 Aug 05, 2022	BUY	N/A	747 Added 0.52%	143,499 $9 Million
Q1 2022 May 09, 2022	SELL	N/A	-2,366 Reduced 1.63%	142,752 $10.8 Million
Q4 2021 Feb 10, 2022	BUY	N/A	145,118 New	145,118 $11.7 Million

Others Institutions Holding SCHM

# of Institutions

902

Shares Held

96M

Call Options Held

Put Options Held

600

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Pillar Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History