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

Rede Wealth, LLC

  • $238 Million
  • Q1 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 10,416 shares of SCHM stock, worth $805,469. This represents 0.36% of its overall portfolio holdings.

Number of Shares
10,416
Previous 12,924 19.41%
Holding current value
$805,469
Previous $973,000 12.85%
% of portfolio
0.36%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.3 - $69.94 $496,331 - $539,866
7,719 Added 59.18%
20,762 $0
Q3 2022

Oct 17, 2022
BUY
N/A
1,777 Added 15.77%
13,043 $789,000
Q2 2022

Jul 21, 2022
BUY
N/A
11,266 New
11,266 $707,000

Others Institutions Holding SCHM

# of Institutions
902
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
Track This Portfolio

Track Rede Wealth, LLC Portfolio

Follow Rede Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rede Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rede Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email