Rise Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Rise Advisors, LLC

  • $207 Million
  • Q3 2024

A detailed history of Rise Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rise Advisors, LLC holds 101 shares of SCHM stock, worth $2,876. This represents 0.0% of its overall portfolio holdings.

Number of Shares
101
Previous 100 1.0%
Holding current value
$2,876
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024
BUY
$75.47 - $83.18 $75 - $83
1 Added 1.0%
101 $8,000
Q4 2023

Jan 10, 2024
BUY
$63.01 - $75.95 $6,301 - $7,595
100 New
100 $7,000

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
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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