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

Quadcap Wealth Management, LLC

  • $680 Billion
  • Q4 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 73,636 shares of SCHM stock, worth $2.13 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
73,636
Previous 22,287 230.4%
Holding current value
$2.13 Million
Previous $1.85 Billion 10.19%
% of portfolio
0.3%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $1.41 Million - $4.26 Million
51,349 Added 230.4%
73,636 $2.04 Billion
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
1,001
Shares Held
268M
Call Options Held
13.2K
Put Options Held
1.1K
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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