Sea Bridge Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Sea Bridge Investment Advisors LLC

  • $451 Million
  • Q1 2025

A detailed history of Sea Bridge Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sea Bridge Investment Advisors LLC holds 20,905 shares of SCHM stock, worth $565,480. This represents 0.12% of its overall portfolio holdings.

Number of Shares
20,905
Previous 20,891 0.07%
Holding current value
$565,480
Previous $578,000 5.36%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$25.58 - $29.24 $358 - $409
14 Added 0.07%
20,905 $547,000
Q4 2024

Jan 23, 2025
BUY
$27.54 - $83.04 $575,338 - $1.73 Million
20,891 New
20,891 $578,000

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.47K
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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