Transparent Wealth Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Transparent Wealth Partners LLC

  • $136 Million
  • Q1 2023

A detailed history of Transparent Wealth Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 17,058 shares of SCHM stock, worth $506,281. This represents 0.85% of its overall portfolio holdings.

Number of Shares
17,058
Previous 17,031 0.16%
Holding current value
$506,281
Previous $1.12 Million 3.58%
% of portfolio
0.85%
Previous 0.88%

Shares

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

Apr 13, 2023
BUY
$64.24 - $73.9 $1,734 - $1,995
27 Added 0.16%
17,058 $1.16 Million
Q4 2022

Jan 25, 2023
BUY
$61.05 - $69.94 $17,887 - $20,492
293 Added 1.75%
17,031 $0
Q3 2022

Nov 10, 2022
BUY
$60.5 - $72.51 $35,634 - $42,708
589 Added 3.65%
16,738 $1.01 Million
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $983,635 - $1.23 Million
16,149 New
16,149 $1.01 Million
Q1 2022

Apr 13, 2022
SELL
$70.66 - $80.89 $1.15 Million - $1.32 Million
-16,306 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$76.01 - $83.39 $1.24 Million - $1.36 Million
16,306 New
16,306 $1.31 Million

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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