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

Rede Wealth, LLC

$258 Million
Q4 2024

A detailed history of Rede Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rede Wealth, LLC holds 32,346 shares of SCHM stock, worth $938,034. This represents 0.35% of its overall portfolio holdings.

Number of Shares

32,346

Previous 11,096 191.51%

Holding current value

$938,034

Previous $921,000 2.71%

% of portfolio

0.35%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$27.54 - $83.04 $585,225 - $1.76 Million	21,250 Added 191.51%	32,346 $896,000
Q3 2024 Oct 18, 2024	BUY	$75.47 - $83.18 $110,412 - $121,692	1,463 Added 15.19%	11,096 $921,000
Q2 2024 Aug 02, 2024	SELL	$75.69 - $81.19 $59,265 - $63,571	-783 Reduced 7.52%	9,633 $749,000
Q1 2024 May 03, 2024	SELL	$72.89 - $81.43 $182,808 - $204,226	-2,508 Reduced 19.41%	10,416 $848,000
Q4 2023 Jan 17, 2024	SELL	$63.01 - $75.95 $674,080 - $812,513	-10,698 Reduced 45.29%	12,924 $973,000
Q3 2023 Nov 08, 2023	BUY	$66.75 - $73.98 $88,443 - $98,023	1,325 Added 5.94%	23,622 $1.6 Million
Q2 2023 Aug 07, 2023	SELL	$65.29 - $71.03 $110,013 - $119,685	-1,685 Reduced 7.03%	22,297 $1.58 Million
Q1 2023 Apr 26, 2023	BUY	$64.24 - $73.9 $206,852 - $237,958	3,220 Added 15.51%	23,982 $1.63 Million
Q4 2022 Jan 17, 2023	BUY	$61.05 - $69.94 $471,244 - $539,866	7,719 Added 59.18%	20,762 $0
Q3 2022 Oct 17, 2022	BUY	$60.5 - $72.51 $107,508 - $128,850	1,777 Added 15.77%	13,043 $789,000
Q2 2022 Jul 21, 2022	BUY	$60.91 - $76.4 $686,212 - $860,722	11,266 New	11,266 $707,000

Others Institutions Holding SCHM

# of Institutions

971

Shares Held

157M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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