Prestige Wealth Management Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Prestige Wealth Management Group LLC

  • $443 Million
  • Q1 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 4,359 shares of SCHM stock, worth $336,035. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,359
Previous 4,359 -0.0%
Holding current value
$336,035
Previous $328,000 7.93%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 16, 2023
SELL
$64.24 - $73.9 $64,175 - $73,826
-999 Reduced 18.65%
4,359 $295,000
Q4 2022

Feb 07, 2023
SELL
$64.3 - $69.94 $12,860 - $13,988
-200 Reduced 3.6%
5,358 $351,000
Q3 2022

Nov 01, 2022
SELL
N/A
-1 Reduced 0.02%
5,558 $336,000
Q2 2022

Aug 10, 2022
SELL
N/A
-220 Reduced 3.81%
5,559 $349,000
Q1 2022

May 05, 2022
SELL
N/A
-105 Reduced 1.78%
5,779 $438,000
Q4 2021

Feb 15, 2022
SELL
N/A
-100 Reduced 1.67%
5,884 $473,000
Q3 2021

Nov 12, 2021
BUY
N/A
300 Added 5.28%
5,984 $459,000
Q2 2021

Aug 12, 2021
SELL
N/A
-300 Reduced 5.01%
5,684 $445,000
Q1 2021

May 13, 2021
SELL
N/A
-213 Reduced 3.44%
5,984 $445,000
Q3 2020

Oct 26, 2020
SELL
N/A
-14,759 Reduced 70.43%
6,197 $344,000
Q2 2020

Aug 13, 2020
BUY
N/A
521 Added 2.55%
20,956 $1.1 Million
Q1 2020

May 15, 2020
SELL
N/A
-1,421 Reduced 6.5%
20,435 $861,000
Q4 2019

Jan 28, 2020
SELL
N/A
-94 Reduced 0.43%
21,856 $1.32 Million
Q3 2019

Nov 14, 2019
BUY
N/A
1,393 Added 6.78%
21,950 $1.24 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-8,757 Reduced 29.87%
20,557 $1.17 Million
Q1 2019

Aug 16, 2019
SELL
N/A
-3,366 Reduced 10.3%
29,314 $1.62 Million
Q4 2018

Apr 16, 2019
BUY
N/A
32,680 New
32,680 $1.57 Million

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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