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

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 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 60,928 shares of SCHM stock, worth $1.76 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
60,928
Previous 20,477 197.54%
Holding current value
$1.76 Million
Previous $1.7 Million 0.76%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $1.11 Million - $3.36 Million
40,451 Added 197.54%
60,928 $1.69 Million
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
1,001
Shares Held
268M
Call Options Held
13.2K
Put Options Held
1.1K
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