Verdence Capital Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Verdence Capital Advisors LLC

  • $1.23 Billion
  • Q3 2024

A detailed history of Verdence Capital Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 4,132 shares of SCHM stock, worth $117,679. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,132
Previous 3,658 12.96%
Holding current value
$117,679
Previous $284,000 20.77%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$75.47 - $83.18 $35,772 - $39,427
474 Added 12.96%
4,132 $343,000
Q1 2024

Apr 25, 2024
BUY
$72.89 - $81.43 $2,405 - $2,687
33 Added 0.91%
3,658 $297,000
Q4 2023

Jan 31, 2024
BUY
$63.01 - $75.95 $63 - $75
1 Added 0.03%
3,625 $273,000
Q3 2023

Oct 25, 2023
BUY
$66.75 - $73.98 $241,902 - $268,103
3,624 New
3,624 $245,000

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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