Simplicity Wealth,Llc Schwab Strategic U.S. Mid Cap Transaction History

Simplicity Wealth,Llc

  • $4.15 Billion
  • Q1 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Simplicity Wealth,Llc holds 205,317 shares of SCHM stock, worth $15.8 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
205,317
Previous 4,495 4467.68%
Holding current value
$15.8 Million
Previous $338,000 4846.15%
% of portfolio
0.4%
Previous 0.13%

Shares

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

Apr 24, 2024
BUY
$72.89 - $81.43 $14.6 Million - $16.4 Million
200,822 Added 4467.68%
205,317 $16.7 Million
Q4 2023

Jan 29, 2024
BUY
$63.01 - $75.95 $283,229 - $341,395
4,495 New
4,495 $338,000
Q3 2022

Oct 12, 2022
SELL
N/A
-1,617 Reduced 3.24%
48,258 $2.92 Million
Q2 2022

Jul 19, 2022
SELL
N/A
-29,833 Reduced 37.43%
49,875 $3.13 Million
Q1 2022

May 20, 2022
SELL
N/A
-27,858 Reduced 25.9%
79,708 $6.05 Million
Q4 2021

Feb 25, 2022
BUY
N/A
107,566 New
107,566 $8.65 Million

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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