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

Signal Advisors Wealth, LLC

  • $1.02 Trillion
  • Q1 2025

A detailed history of Signal Advisors Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Signal Advisors Wealth, LLC holds 98,543 shares of SCHM stock, worth $2.67 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
98,543
Previous 106,717 7.66%
Holding current value
$2.67 Million
Previous $2.96 Billion 12.69%
% of portfolio
0.25%
Previous 0.33%

Shares

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

Apr 10, 2025
SELL
$25.58 - $29.24 $209,090 - $239,007
-8,174 Reduced 7.66%
98,543 $2.58 Billion
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $2.94 Million - $8.86 Million
106,717 New
106,717 $2.96 Billion

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
Track This Portfolio

Track Signal Advisors Wealth, LLC Portfolio

Follow Signal Advisors Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signal Advisors Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signal Advisors Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email