Sightline Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Sightline Wealth Advisors, LLC

  • $190 Million
  • Q1 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 345,587 shares of SCHM stock, worth $9.41 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares
345,587
Previous 339,599 1.76%
Holding current value
$9.41 Million
Previous $9.41 Million 3.78%
% of portfolio
4.78%
Previous 5.09%

Shares

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

Apr 29, 2025
BUY
$25.58 - $29.24 $153,173 - $175,089
5,988 Added 1.76%
345,587 $9.05 Million
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $6.22 Million - $18.7 Million
225,752 Added 198.29%
339,599 $9.41 Million
Q3 2024

Oct 21, 2024
BUY
$75.47 - $83.18 $51,244 - $56,479
679 Added 0.6%
113,847 $9.46 Million
Q2 2024

Aug 02, 2024
BUY
$75.69 - $81.19 $276,798 - $296,911
3,657 Added 3.34%
113,168 $8.81 Million
Q1 2024

Apr 24, 2024
BUY
$72.89 - $81.43 $102,556 - $114,572
1,407 Added 1.3%
109,511 $8.92 Million
Q4 2023

Jan 23, 2024
BUY
$63.01 - $75.95 $129,170 - $155,697
2,050 Added 1.93%
108,104 $8.14 Million
Q3 2023

Nov 01, 2023
SELL
$66.75 - $73.98 $81,301 - $90,107
-1,218 Reduced 1.14%
106,054 $7.18 Million
Q2 2023

Jul 14, 2023
BUY
$65.29 - $71.03 $112,821 - $122,739
1,728 Added 1.64%
107,272 $7.62 Million
Q1 2023

May 02, 2023
SELL
$64.24 - $73.9 $85,053 - $97,843
-1,324 Reduced 1.24%
105,544 $7.16 Million
Q4 2022

Jan 26, 2023
BUY
$61.05 - $69.94 $238,461 - $273,185
3,906 Added 3.79%
106,868 $0
Q3 2022

Oct 26, 2022
SELL
$60.5 - $72.51 $11,918 - $14,284
-197 Reduced 0.19%
102,962 $6.4 Million
Q2 2022

Jul 15, 2022
SELL
$60.91 - $76.4 $7,552 - $9,473
-124 Reduced 0.12%
103,159 $6.44 Million
Q1 2022

Apr 29, 2022
SELL
$70.66 - $80.89 $49,744 - $56,946
-704 Reduced 0.68%
103,283 $7.84 Million
Q4 2021

Jan 26, 2022
SELL
$76.01 - $83.39 $121,235 - $133,007
-1,595 Reduced 1.51%
103,987 $8.4 Million
Q3 2021

Oct 25, 2021
SELL
$74.65 - $80.95 $39,937 - $43,308
-535 Reduced 0.5%
105,582 $8.09 Million
Q2 2021

Jul 22, 2021
BUY
$74.64 - $79.12 $134,725 - $142,811
1,805 Added 1.73%
106,117 $8.31 Million
Q1 2021

May 10, 2021
SELL
$67.07 - $76.85 $573,783 - $657,451
-8,555 Reduced 7.58%
104,312 $7.79 Million
Q4 2020

Feb 02, 2021
BUY
$55.93 - $68.45 $6.31 Million - $7.73 Million
112,867 New
112,867 $7.7 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
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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