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

Sea Crest Wealth Management, LLC

  • $801 Million
  • Q1 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 28,128 shares of SCHM stock, worth $2.18 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
28,128
Previous 28,041 0.31%
Holding current value
$2.18 Million
Previous $2.11 Million 8.43%
% of portfolio
0.29%
Previous 0.26%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$72.89 - $81.43 $6,341 - $7,084
87 Added 0.31%
28,128 $2.29 Million
Q4 2023

Jan 18, 2024
SELL
$63.01 - $75.95 $107,684 - $129,798
-1,709 Reduced 5.74%
28,041 $2.11 Million
Q3 2023

Oct 12, 2023
BUY
$66.75 - $73.98 $37,380 - $41,428
560 Added 1.92%
29,750 $2.01 Million
Q2 2023

Jul 14, 2023
SELL
$65.29 - $71.03 $9,401 - $10,228
-144 Reduced 0.49%
29,190 $2.07 Million
Q1 2023

May 11, 2023
SELL
$64.24 - $73.9 $12,655 - $14,558
-197 Reduced 0.67%
29,334 $1.99 Million
Q4 2022

Feb 14, 2023
SELL
$64.3 - $69.94 $13,503 - $14,687
-210 Reduced 0.71%
29,531 $1.94 Million
Q3 2022

Nov 14, 2022
BUY
N/A
173 Added 0.59%
29,741 $1.8 Million
Q2 2022

Aug 09, 2022
BUY
N/A
127 Added 0.43%
29,568 $1.86 Million
Q1 2022

May 16, 2022
SELL
N/A
-15 Reduced 0.05%
29,441 $2.23 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-2,404 Reduced 7.55%
29,456 $2.37 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-3,568 Reduced 10.07%
31,860 $2.44 Million
Q2 2021

Aug 12, 2021
BUY
N/A
1,359 Added 3.99%
35,428 $2.77 Million
Q1 2021

May 17, 2021
SELL
N/A
-728 Reduced 2.09%
34,069 $2.54 Million
Q4 2020

Feb 09, 2021
BUY
N/A
777 Added 2.28%
34,797 $2.37 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-1,422 Reduced 4.01%
34,020 $1.89 Million
Q2 2020

Jul 27, 2020
SELL
N/A
-1,547 Reduced 4.18%
35,442 $1.87 Million
Q1 2020

May 13, 2020
SELL
N/A
-2,573 Reduced 6.5%
36,989 $1.56 Million
Q4 2019

Jan 22, 2020
BUY
N/A
2,064 Added 5.5%
39,562 $2.38 Million
Q3 2019

Oct 15, 2019
SELL
N/A
-877 Reduced 2.29%
37,498 $2.12 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-3 Reduced 0.01%
38,375 $2.19 Million
Q1 2019

May 10, 2019
BUY
N/A
477 Added 1.26%
38,378 $2.13 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-1,277 Reduced 3.26%
37,901 $1.82 Million
Q3 2018

Nov 14, 2018
BUY
N/A
6,347 Added 19.33%
39,178 $2.27 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-952 Reduced 2.82%
32,831 $1.8 Million
Q1 2018

Apr 20, 2018
BUY
N/A
516 Added 1.55%
33,783 $1.79 Million
Q4 2017

Feb 02, 2018
BUY
N/A
33,267
33,267 $1.77 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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