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

Reston Wealth Management LLC

  • $246 Million
  • Q1 2024

A detailed history of Reston Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Reston Wealth Management LLC holds 45,543 shares of SCHM stock, worth $3.51 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
45,543
Previous 45,540 0.01%
Holding current value
$3.51 Million
Previous $3.43 Million 8.1%
% of portfolio
1.51%
Previous 1.57%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$72.89 - $81.43 $218 - $244
3 Added 0.01%
45,543 $3.71 Million
Q4 2023

Jan 24, 2024
BUY
$63.01 - $75.95 $38,751 - $46,709
615 Added 1.37%
45,540 $3.43 Million
Q3 2023

Oct 20, 2023
SELL
$66.75 - $73.98 $676,177 - $749,417
-10,130 Reduced 18.4%
44,925 $3.04 Million
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $147,751 - $160,740
2,263 Added 4.29%
55,055 $3.91 Million
Q1 2023

May 08, 2023
BUY
$64.24 - $73.9 $43,362 - $49,882
675 Added 1.3%
52,792 $3.58 Million
Q4 2022

Feb 14, 2023
BUY
$64.3 - $69.94 $1.68 Million - $1.82 Million
26,092 Added 100.26%
52,117 $3.42 Million
Q3 2022

Nov 14, 2022
BUY
N/A
21,849 Added 523.2%
26,025 $1.58 Million
Q2 2022

Jul 28, 2022
SELL
N/A
-309 Reduced 6.89%
4,176 $262,000
Q1 2022

May 04, 2022
SELL
N/A
-291 Reduced 6.09%
4,485 $340,000
Q4 2021

Feb 09, 2022
BUY
N/A
439 Added 10.12%
4,776 $384,000
Q3 2021

Oct 19, 2021
SELL
N/A
-183 Reduced 4.05%
4,337 $332,000
Q2 2021

Aug 05, 2021
BUY
N/A
23 Added 0.51%
4,520 $354,000
Q1 2021

May 10, 2021
BUY
N/A
14 Added 0.31%
4,497 $335,000
Q4 2020

Feb 10, 2021
SELL
N/A
-543 Reduced 10.8%
4,483 $306,000
Q3 2020

Oct 14, 2020
BUY
N/A
18 Added 0.36%
5,026 $279,000
Q2 2020

Jul 14, 2020
SELL
N/A
-390 Reduced 7.22%
5,008 $264,000
Q1 2020

Apr 14, 2020
BUY
N/A
12 Added 0.22%
5,398 $228,000
Q4 2019

Feb 07, 2020
SELL
N/A
-541 Reduced 9.13%
5,386 $324,000
Q3 2019

Oct 25, 2019
SELL
N/A
-378 Reduced 6.0%
5,927 $335,000
Q1 2019

May 03, 2019
SELL
N/A
-1,905 Reduced 23.2%
6,305 $358,000
Q4 2018

Feb 12, 2019
BUY
N/A
8,210 New
8,210 $394,000

Others Institutions Holding SCHM

# of Institutions
901
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
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