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

Thrive Wealth Management, LLC

  • $541 Million
  • Q3 2024

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 3,099 shares of SCHM stock, worth $88,259. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,099
Previous 3,117 0.58%
Holding current value
$88,259
Previous $242,000 6.2%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
947
Shares Held
108M
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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