Td Private Client Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History

Td Private Client Wealth LLC

$3.48 Trillion
Q3 2024

A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Td Private Client Wealth LLC holds 151 shares of SCHM stock, worth $4,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares

151

Previous 184 17.93%

Holding current value

$4,369

Previous $14.3 Million 12.39%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 18, 2024	SELL	$75.47 - $83.18 $2,490 - $2,744	-33 Reduced 17.93%	151 $12.5 Million
Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $13,926 - $14,938	184 New	184 $14.3 Million
Q1 2024 Aug 16, 2024	BUY	$72.89 - $81.43 $364 - $407	5 Added 2.44%	210 $17.1 Million
Q4 2023 Aug 16, 2024	BUY	$63.01 - $75.95 $12,917 - $15,569	205 New	205 $15.4 Million
Q4 2021 Aug 16, 2024	SELL	$76.01 - $83.39 $10,945 - $12,008	-144 Closed	0 $0
Q3 2021 Aug 16, 2024	SELL	$74.65 - $80.95 $2,986 - $3,238	-40 Reduced 21.74%	144 $11 Million
Q2 2021 Aug 16, 2024	SELL	$74.64 - $79.12 $32,169 - $34,100	-431 Reduced 74.96%	144 $11.3 Million
Q4 2019 Aug 16, 2024	BUY	$54.56 - $60.24 $21,332 - $23,553	391 Added 212.5%	575 $34.6 Million

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

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Account

Td Private Client Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History