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

Providence Wealth Advisors, LLC

  • $124 Million
  • Q2 2024

Shares

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

May 11, 2023
SELL
$64.24 - $73.9 $120,128 - $138,193
-1,870 Reduced 3.62%
49,761 $3.38 Million
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $19,230 - $22,031
315 Added 0.61%
51,631 $3.39 Million
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $94,622 - $113,405
-1,564 Reduced 2.96%
51,316 $3.36 Million
Q2 2022

Aug 10, 2022
SELL
$60.91 - $76.4 $178,344 - $223,699
-2,928 Reduced 5.25%
52,880 $3.34 Million
Q1 2022

May 10, 2022
BUY
$70.66 - $80.89 $14,414 - $16,501
204 Added 0.37%
55,808 $4.26 Million
Q4 2021

Jan 12, 2022
BUY
$76.01 - $83.39 $140,542 - $154,188
1,849 Added 3.44%
55,604 $4.34 Million
Q3 2021

Nov 15, 2021
SELL
$74.65 - $80.95 $78,009 - $84,592
-1,045 Reduced 1.91%
53,755 $4.15 Million
Q2 2021

Aug 12, 2021
BUY
$74.64 - $79.12 $25,974 - $27,533
348 Added 0.64%
54,800 $4.3 Million
Q1 2021

May 17, 2021
BUY
$67.07 - $76.85 $164,455 - $188,436
2,452 Added 4.72%
54,452 $4.05 Million
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $21,588 - $26,421
386 Added 0.75%
52,000 $3.54 Million
Q3 2020

Nov 10, 2020
BUY
$51.99 - $58.83 $20,380 - $23,061
392 Added 0.77%
51,614 $2.86 Million
Q2 2020

Aug 07, 2020
SELL
$39.01 - $57.03 $29,023 - $42,430
-744 Reduced 1.43%
51,222 $2.7 Million
Q1 2020

May 05, 2020
BUY
$35.83 - $62.24 $48,728 - $84,646
1,360 Added 2.69%
51,966 $2.11 Million
Q4 2019

Jan 29, 2020
BUY
$54.56 - $60.24 $2,182 - $2,409
40 Added 0.08%
50,606 $3.04 Million
Q3 2019

Nov 12, 2019
BUY
$56.23 - $57.59 $49,932 - $51,139
888 Added 1.79%
50,566 $2.86 Million
Q2 2019

Jul 22, 2019
BUY
N/A
775 Added 1.58%
49,678 $2.85 Million
Q1 2019

Apr 18, 2019
BUY
N/A
2,776 Added 6.02%
48,903 $2.73 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-663 Reduced 1.42%
46,127 $2.19 Million
Q3 2018

Nov 01, 2018
BUY
N/A
913 Added 1.99%
46,790 $2.71 Million
Q2 2018

Aug 14, 2018
BUY
N/A
45,877 New
45,877 $2.52 Million

Others Institutions Holding SCHM

# of Institutions
932
Shares Held
95.7M
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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