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

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Transform Wealth, LLC holds 30,432 shares of SCHM stock, worth $2.34 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
30,432
Previous 29,986 1.49%
Holding current value
$2.34 Million
Previous $2.26 Million 9.74%
% of portfolio
0.24%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$72.89 - $81.43 $32,508 - $36,317
446 Added 1.49%
30,432 $2.48 Million
Q4 2023

Jan 18, 2024
SELL
$63.01 - $75.95 $21,864 - $26,354
-347 Reduced 1.14%
29,986 $2.26 Million
Q3 2023

Oct 10, 2023
SELL
$66.75 - $73.98 $1.81 Million - $2 Million
-27,087 Reduced 47.17%
30,333 $2.05 Million
Q2 2023

Jul 13, 2023
SELL
$65.29 - $71.03 $60,719 - $66,057
-930 Reduced 1.59%
57,420 $4.08 Million
Q1 2023

Apr 14, 2023
BUY
$64.24 - $73.9 $1.84 Million - $2.12 Million
28,715 Added 96.9%
58,350 $3.96 Million
Q4 2022

Jan 12, 2023
BUY
$64.3 - $69.94 $1.91 Million - $2.07 Million
29,635 New
29,635 $0
Q1 2020

Apr 30, 2020
SELL
N/A
-13,216 Closed
0 $0
Q4 2019

Jan 24, 2020
SELL
N/A
-3,229 Reduced 19.64%
13,216 $795,000
Q3 2019

Oct 24, 2019
SELL
N/A
-5,280 Reduced 24.3%
16,445 $930,000
Q2 2019

Jul 30, 2019
SELL
N/A
-6,861 Reduced 24.0%
21,725 $1.24 Million
Q1 2019

Apr 12, 2019
SELL
N/A
-2,081 Reduced 6.79%
28,586 $1.58 Million
Q3 2018

Oct 25, 2018
SELL
N/A
-272 Reduced 0.88%
30,667 $1.77 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-1,318 Reduced 4.09%
30,939 $1.7 Million
Q1 2018

May 03, 2018
BUY
N/A
415 Added 1.3%
32,257 $1.71 Million
Q4 2017

Feb 08, 2018
BUY
N/A
26 Added 0.08%
31,842 $1.7 Million
Q3 2017

Oct 19, 2017
BUY
N/A
31,816
31,816 $1.59 Million

Others Institutions Holding SCHM

# of Institutions
904
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
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 Transform Wealth, LLC Portfolio

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

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email