Robertson Stephens Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Robertson Stephens Wealth Management, LLC

  • $1.94 Billion
  • Q2 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $1,284 - $1,478
20 Added 0.43%
4,662 $316,000
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $122 - $139
2 Added 0.04%
4,642 $304,000
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $280,720 - $336,446
4,640 New
4,640 $280,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
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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