Portside Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Portside Wealth Group, LLC

  • $524 Billion
  • Q2 2024

A detailed history of Portside Wealth Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Portside Wealth Group, LLC holds 5,269 shares of SCHM stock, worth $416,461. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,269
Holding current value
$416,461
% of portfolio
0.08%

Shares

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

Jul 18, 2024
BUY
$75.69 - $81.19 $398,810 - $427,790
5,269 New
5,269 $410 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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