Schneider Downs Wealth Management Advisors, LP Schwab Strategic U.S. Mid Cap Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $478 Million
  • Q3 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 84,811 shares of SCHM stock, worth $2.48 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
84,811
Previous 84,390 0.5%
Holding current value
$2.48 Million
Previous $6.57 Million 7.28%
% of portfolio
1.47%
Previous 1.49%

Shares

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

Nov 06, 2024
BUY
$75.47 - $83.18 $31,772 - $35,018
421 Added 0.5%
84,811 $7.05 Million
Q2 2024

Aug 07, 2024
BUY
$75.69 - $81.19 $148,276 - $159,051
1,959 Added 2.38%
84,390 $6.57 Million
Q1 2024

May 08, 2024
BUY
$72.89 - $81.43 $98,620 - $110,174
1,353 Added 1.67%
82,431 $6.71 Million
Q4 2023

Feb 09, 2024
BUY
$63.01 - $75.95 $314,167 - $378,686
4,986 Added 6.55%
81,078 $6.11 Million
Q3 2023

Nov 06, 2023
BUY
$66.75 - $73.98 $121,284 - $134,421
1,817 Added 2.45%
76,092 $5.15 Million
Q2 2023

Jul 31, 2023
BUY
$65.29 - $71.03 $87,488 - $95,180
1,340 Added 1.84%
74,275 $5.28 Million
Q1 2023

May 04, 2023
BUY
$64.24 - $73.9 $57,366 - $65,992
893 Added 1.24%
72,935 $4.95 Million
Q4 2022

Feb 01, 2023
BUY
$61.05 - $69.94 $548,045 - $627,851
8,977 Added 14.23%
72,042 $4.73 Million
Q3 2022

Oct 26, 2022
BUY
$60.5 - $72.51 $120,818 - $144,802
1,997 Added 3.27%
63,065 $3.82 Million
Q2 2022

Jul 13, 2022
BUY
$60.91 - $76.4 $333,969 - $418,901
5,483 Added 9.86%
61,068 $3.83 Million
Q1 2022

May 02, 2022
BUY
$70.66 - $80.89 $122,948 - $140,748
1,740 Added 3.23%
55,585 $4.22 Million
Q4 2021

Jan 31, 2022
BUY
$76.01 - $83.39 $107,554 - $117,996
1,415 Added 2.7%
53,845 $4.33 Million
Q3 2021

Oct 14, 2021
BUY
$74.65 - $80.95 $66,065 - $71,640
885 Added 1.72%
52,430 $4.02 Million
Q2 2021

Jul 20, 2021
BUY
$74.64 - $79.12 $102,480 - $108,631
1,373 Added 2.74%
51,545 $4.03 Million
Q1 2021

Apr 26, 2021
BUY
$67.07 - $76.85 $41,046 - $47,032
612 Added 1.23%
50,172 $3.73 Million
Q4 2020

Jan 21, 2021
BUY
$55.93 - $68.45 $42,283 - $51,748
756 Added 1.55%
49,560 $3.38 Million
Q3 2020

Oct 14, 2020
BUY
$51.99 - $58.83 $12,893 - $14,589
248 Added 0.51%
48,804 $2.71 Million
Q2 2020

Jul 15, 2020
BUY
$39.01 - $57.03 $94,365 - $137,955
2,419 Added 5.24%
48,556 $2.56 Million
Q1 2020

Apr 21, 2020
SELL
$35.83 - $62.24 $355,182 - $616,985
-9,913 Reduced 17.69%
46,137 $1.95 Million
Q4 2019

Jan 23, 2020
BUY
$54.56 - $60.24 $409,418 - $452,040
7,504 Added 15.46%
56,050 $3.37 Million
Q3 2019

Nov 05, 2019
BUY
$56.23 - $57.59 $129,385 - $132,514
2,301 Added 4.98%
48,546 $2.75 Million
Q2 2019

Jul 16, 2019
BUY
N/A
6,136 Added 15.3%
46,245 $2.64 Million
Q1 2019

May 01, 2019
BUY
N/A
8,883 Added 28.45%
40,109 $2.22 Million
Q4 2018

Jan 31, 2019
BUY
N/A
19,085 Added 157.19%
31,226 $1.5 Million
Q3 2018

Oct 18, 2018
BUY
N/A
632 Added 5.49%
12,141 $702,000
Q2 2018

Jul 24, 2018
BUY
N/A
2,174 Added 23.29%
11,509 $632,000
Q1 2018

Apr 17, 2018
BUY
N/A
9,335 New
9,335 $494,000

Others Institutions Holding SCHM

# of Institutions
932
Shares Held
95.7M
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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