Sheets Smith Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Sheets Smith Wealth Management

  • $884 Million
  • Q1 2024

A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sheets Smith Wealth Management holds 24,443 shares of SCHM stock, worth $1.88 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
24,443
Previous 448,039 94.54%
Holding current value
$1.88 Million
Previous $33.7 Million 94.1%
% of portfolio
0.23%
Previous 4.13%

Shares

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

May 08, 2024
SELL
$72.89 - $81.43 $30.9 Million - $34.5 Million
-423,596 Reduced 94.54%
24,443 $1.99 Million
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $26.8 Million - $32.3 Million
425,228 Added 1864.14%
448,039 $33.7 Million
Q3 2023

Oct 23, 2023
BUY
$66.75 - $73.98 $140,709 - $155,949
2,108 Added 10.18%
22,811 $1.54 Million
Q2 2023

Aug 09, 2023
BUY
$65.29 - $71.03 $78,152 - $85,022
1,197 Added 6.14%
20,703 $1.47 Million
Q1 2023

May 26, 2023
BUY
$64.24 - $73.9 $1.25 Million - $1.44 Million
19,438 Added 28585.29%
19,506 $1.32 Million
Q1 2023

May 12, 2023
SELL
$64.24 - $73.9 $1.25 Million - $1.44 Million
-19,473 Reduced 99.65%
68 $4,000
Q4 2022

Mar 08, 2023
BUY
$64.3 - $69.94 $80,375 - $87,425
1,250 Added 6.83%
19,541 $1.28 Million
Q3 2022

Nov 01, 2022
BUY
N/A
269 Added 1.49%
18,291 $1.11 Million
Q2 2022

Jul 27, 2022
BUY
N/A
61 Added 0.34%
18,022 $1.13 Million
Q1 2022

May 02, 2022
SELL
N/A
-106 Reduced 0.59%
17,961 $1.36 Million
Q4 2021

Jan 20, 2022
BUY
N/A
569 Added 3.25%
18,067 $1.45 Million
Q3 2021

Oct 15, 2021
BUY
N/A
517 Added 3.04%
17,498 $1.34 Million
Q2 2021

Aug 03, 2021
BUY
N/A
599 Added 3.66%
16,981 $1.33 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-363 Reduced 2.17%
16,382 $1.22 Million
Q4 2020

Jan 13, 2021
BUY
N/A
422 Added 2.59%
16,745 $1.14 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-44 Reduced 0.27%
16,323 $906,000
Q2 2020

Jul 17, 2020
SELL
N/A
-18,937 Reduced 53.64%
16,367 $861,000
Q1 2020

Apr 28, 2020
BUY
N/A
19,412 Added 122.15%
35,304 $1.49 Million
Q4 2019

Jan 24, 2020
BUY
N/A
1,184 Added 8.05%
15,892 $956,000
Q3 2019

Oct 28, 2019
BUY
N/A
99 Added 0.68%
14,708 $832,000
Q2 2019

Jul 12, 2019
BUY
N/A
1,181 Added 8.8%
14,609 $834,000
Q1 2019

May 13, 2019
BUY
N/A
10 Added 0.07%
13,428 $744,000
Q4 2018

Jan 11, 2019
BUY
N/A
99 Added 0.74%
13,418 $643,000
Q3 2018

Oct 15, 2018
SELL
N/A
-464 Reduced 3.37%
13,319 $770,000
Q2 2018

Jul 26, 2018
BUY
N/A
1,698 Added 14.05%
13,783 $757,000
Q1 2018

Apr 09, 2018
BUY
N/A
1,351 Added 12.59%
12,085 $639,000
Q4 2017

Jan 12, 2018
BUY
N/A
209 Added 1.99%
10,734 $572,000
Q3 2017

Oct 12, 2017
BUY
N/A
10,525
10,525 $527,000

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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