A detailed history of Southern Wealth Management, LLP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Southern Wealth Management, LLP holds 42,053 shares of SCHM stock, worth $1.25 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
42,053
Previous 46,402 9.37%
Holding current value
$1.25 Million
Previous $3.04 Million 6.27%
% of portfolio
1.11%
Previous 1.22%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

SELL
$64.24 - $73.9 $279,379 - $321,391
-4,349 Reduced 9.37%
42,053 $2.85 Million
Q4 2022

Feb 13, 2023

SELL
$61.05 - $69.94 $109,523 - $125,472
-1,794 Reduced 3.72%
46,402 $3.04 Million
Q3 2022

Nov 14, 2022

BUY
$60.5 - $72.51 $54,510 - $65,331
901 Added 1.91%
48,196 $3.18 Million
Q2 2022

Aug 11, 2022

BUY
$60.91 - $76.4 $231,031 - $289,785
3,793 Added 8.72%
47,295 $2.97 Million
Q1 2022

May 16, 2022

BUY
$70.66 - $80.89 $28,617 - $32,760
405 Added 0.94%
43,502 $3.3 Million
Q4 2021

Feb 10, 2022

SELL
$76.01 - $83.39 $201,122 - $220,649
-2,646 Reduced 5.78%
43,097 $3.47 Million
Q3 2021

Nov 15, 2021

BUY
$74.65 - $80.95 $25,903 - $28,089
347 Added 0.76%
45,743 $3.51 Million
Q2 2021

Aug 13, 2021

BUY
$74.64 - $79.12 $203,543 - $215,760
2,727 Added 6.39%
45,396 $3.58 Million
Q1 2021

May 17, 2021

BUY
$67.07 - $76.85 $349,166 - $400,081
5,206 Added 13.9%
42,669 $3.18 Million
Q4 2020

Feb 16, 2021

BUY
$55.93 - $68.45 $106,602 - $130,465
1,906 Added 5.36%
37,463 $2.55 Million
Q3 2020

Nov 25, 2020

BUY
$51.99 - $58.83 $1.4 Million - $1.58 Million
26,865 Added 309.08%
35,557 $1.97 Million
Q2 2020

Aug 14, 2020

SELL
$39.01 - $57.03 $373,442 - $545,948
-9,573 Reduced 52.41%
8,692 $457,000
Q1 2020

May 14, 2020

BUY
$35.83 - $62.24 $121,714 - $211,429
3,397 Added 22.85%
18,265 $770,000
Q4 2019

May 14, 2020

BUY
$54.56 - $60.24 $811,198 - $895,648
14,868 New
14,868 $894,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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