Ritholtz Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 14, 2023
BUY
$65.29 - $71.03 $192,083 - $208,970
2,942 New
2,942 $208,000
Q1 2020

Apr 09, 2020
SELL
$35.83 - $62.24 $126,694 - $220,080
-3,536 Closed
0 $0
Q4 2019

Jan 17, 2020
SELL
$54.56 - $60.24 $7,638 - $8,433
-140 Reduced 3.81%
3,536 $213,000
Q3 2019

Oct 17, 2019
BUY
$56.23 - $57.59 $206,701 - $211,700
3,676 New
3,676 $208,000

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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