Thrive Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Thrive Wealth Management, LLC

  • $609 Million
  • Q2 2025

A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 73,570 shares of SCHM stock, worth $2.09 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
73,570
Previous 24,654 198.41%
Holding current value
$2.09 Million
Previous $645,000 219.84%
% of portfolio
0.34%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$22.92 - $28.05 $1.12 Million - $1.37 Million
48,916 Added 198.41%
73,570 $2.06 Million
Q1 2025

Apr 10, 2025
BUY
$25.58 - $29.24 $356,610 - $407,634
13,941 Added 130.13%
24,654 $645,000
Q4 2024

Jan 16, 2025
BUY
$27.54 - $83.04 $209,689 - $632,266
7,614 Added 245.69%
10,713 $296,000
Q3 2024

Oct 04, 2024
SELL
$75.47 - $83.18 $1,358 - $1,497
-18 Reduced 0.58%
3,099 $257,000
Q2 2024

Jul 12, 2024
BUY
$75.69 - $81.19 $18,241 - $19,566
241 Added 8.38%
3,117 $242,000
Q1 2024

Apr 15, 2024
BUY
$72.89 - $81.43 $364 - $407
5 Added 0.17%
2,876 $234,000
Q4 2023

Jan 09, 2024
BUY
$63.01 - $75.95 $180,901 - $218,052
2,871 New
2,871 $216,000
Q1 2022

May 02, 2022
SELL
$70.66 - $80.89 $219,611 - $251,406
-3,108 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $236,239 - $259,176
3,108 New
3,108 $250,000

Others Institutions Holding SCHM

# of Institutions
1,022
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.3K
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 Thrive Wealth Management, LLC Portfolio

Follow Thrive Wealth Management, 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 Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email