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

Sculati Wealth Management, LLC

  • $248 Million
  • Q4 2024

A detailed history of Sculati Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 52,512 shares of SCHM stock, worth $1.37 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
52,512
Previous 69,744 24.71%
Holding current value
$1.37 Million
Previous $1.93 Million 24.69%
% of portfolio
0.59%
Previous 0.82%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
SELL
$27.54 - $83.04 $474,569 - $1.43 Million
-17,232 Reduced 24.71%
52,512 $1.46 Million
Q3 2024

Feb 26, 2025
SELL
$75.47 - $83.18 $2.61 Million - $2.88 Million
-34,643 Reduced 65.97%
17,869 $1.48 Million
Q3 2024

Nov 22, 2024
BUY
$75.47 - $83.18 $2.51 Million - $2.77 Million
33,254 Added 91.13%
69,744 $5.8 Million
Q2 2024

Aug 09, 2024
SELL
$75.69 - $81.19 $2.52 Million - $2.7 Million
-33,254 Reduced 47.68%
36,490 $2.84 Million
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $122,309 - $136,639
-1,678 Reduced 2.35%
69,744 $5.68 Million
Q4 2023

Feb 12, 2024
SELL
$63.01 - $75.95 $60,426 - $72,836
-959 Reduced 1.32%
71,422 $5.38 Million
Q3 2023

Nov 09, 2023
SELL
$66.75 - $73.98 $55,803 - $61,847
-836 Reduced 1.14%
72,381 $4.9 Million
Q2 2023

Aug 11, 2023
SELL
$65.29 - $71.03 $18,281 - $19,888
-280 Reduced 0.38%
73,217 $5.2 Million
Q1 2023

May 05, 2023
SELL
$64.24 - $73.9 $72,013 - $82,841
-1,121 Reduced 1.5%
73,497 $4.99 Million
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $34,065 - $39,026
558 Added 0.75%
74,618 $4.9 Million
Q3 2022

Nov 15, 2022
BUY
$60.5 - $72.51 $17,182 - $20,592
284 Added 0.38%
74,060 $4.48 Million
Q2 2022

Aug 09, 2022
BUY
$60.91 - $76.4 $5,055 - $6,341
83 Added 0.11%
73,776 $4.63 Million
Q1 2022

May 10, 2022
BUY
$70.66 - $80.89 $2,685 - $3,073
38 Added 0.05%
73,693 $5.59 Million
Q4 2021

Feb 07, 2022
SELL
$76.01 - $83.39 $27,211 - $29,853
-358 Reduced 0.48%
73,655 $5.92 Million
Q3 2021

Nov 02, 2021
SELL
$74.65 - $80.95 $77,859 - $84,430
-1,043 Reduced 1.39%
74,013 $5.67 Million
Q2 2021

Aug 13, 2021
SELL
$74.64 - $79.12 $83,298 - $88,297
-1,116 Reduced 1.47%
75,056 $5.88 Million
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $7,377 - $8,453
110 Added 0.14%
76,172 $5.67 Million
Q4 2020

Feb 10, 2021
SELL
$55.93 - $68.45 $11,130 - $13,621
-199 Reduced 0.26%
76,062 $5.19 Million
Q3 2020

Nov 13, 2020
SELL
$51.99 - $58.83 $58,592 - $66,301
-1,127 Reduced 1.46%
76,261 $4.23 Million
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $131,073 - $191,620
-3,360 Reduced 4.16%
77,388 $4.07 Million
Q1 2020

May 22, 2020
BUY
$35.83 - $62.24 $8,670 - $15,062
242 Added 0.3%
80,748 $3.4 Million
Q4 2019

Feb 13, 2020
BUY
$54.56 - $60.24 $4.39 Million - $4.85 Million
80,506 New
80,506 $4.84 Million

About SCHWAB STRATEGIC U.S. MID-CAP

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