Signature Estate & Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 20,477 shares of SCHM stock, worth $571,103. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,477
Previous 19,612 4.41%
Holding current value
$571,103
Previous $1.53 Million 11.47%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$75.47 - $83.18 $65,281 - $71,950
865 Added 4.41%
20,477 $1.7 Million
Q2 2024

Jul 25, 2024
BUY
$75.69 - $81.19 $1.48 Million - $1.59 Million
19,612 New
19,612 $1.53 Million

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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 Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors 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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email