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

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 5,973 shares of SCHM stock, worth $172,858. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,973
Previous 1,983 201.21%
Holding current value
$172,858
Previous $164,000 0.61%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 28, 2025
BUY
$27.54 - $83.04 $109,884 - $331,329
3,990 Added 201.21%
5,973 $165,000
Q3 2024

Oct 08, 2024
BUY
$75.47 - $83.18 $1,056 - $1,164
14 Added 0.71%
1,983 $164,000
Q1 2024

Apr 10, 2024
SELL
$72.89 - $81.43 $34,841 - $38,923
-478 Reduced 19.53%
1,969 $160,000
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $31,906 - $35,362
478 Added 24.28%
2,447 $165,000
Q4 2022

Jan 10, 2023
BUY
$61.05 - $69.94 $120,207 - $137,711
1,969 New
1,969 $0

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
149M
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
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