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

True Wealth Advisors, LLC

  • $240 Million
  • Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, True Wealth Advisors, LLC holds 8,397 shares of SCHM stock, worth $651,187. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,397
Previous 8,404 0.08%
Holding current value
$651,187
Previous $632,000 8.07%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Apr 23, 2024
SELL
$72.89 - $81.43 $510 - $570
-7 Reduced 0.08%
8,397 $683,000
Q4 2023

Feb 08, 2024
SELL
$63.01 - $75.95 $29,551 - $35,620
-469 Reduced 5.29%
8,404 $632,000
Q3 2023

Nov 07, 2023
SELL
$66.75 - $73.98 $28,769 - $31,885
-431 Reduced 4.63%
8,873 $600,000
Q2 2023

Jul 31, 2023
BUY
$65.29 - $71.03 $84,615 - $92,054
1,296 Added 16.18%
9,304 $660,000
Q1 2023

Apr 19, 2023
BUY
$64.24 - $73.9 $30,192 - $34,733
470 Added 6.24%
8,008 $543,000
Q4 2022

Jan 23, 2023
BUY
$64.3 - $69.94 $188,399 - $204,924
2,930 Added 63.59%
7,538 $0
Q3 2022

Oct 21, 2022
BUY
N/A
4,608 New
4,608 $279,000

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96M
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
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