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 69,744 shares of SCHM stock, worth $2.08 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
69,744
Previous 36,490 91.13%
Holding current value
$2.08 Million
Previous $2.84 Million 104.05%
% of portfolio
2.32%
Previous 1.22%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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