Quadcap Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Quadcap Wealth Management, LLC

  • $640 Billion
  • Q3 2024

A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 22,287 shares of SCHM stock, worth $644,094. This represents 0.29% of its overall portfolio holdings.

Number of Shares
22,287
Previous 24,785 10.08%
Holding current value
$644,094
Previous $1.93 Billion 4.0%
% of portfolio
0.29%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $188,524 - $207,783
-2,498 Reduced 10.08%
22,287 $1.85 Billion
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $1.88 Million - $2.01 Million
24,785 New
24,785 $1.93 Billion

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
144M
Call Options Held
8.1K
Put Options Held
3.6K
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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