Walkner Condon Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 8,247 shares of SCHM stock, worth $238,255. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,247

Previous 2,749 200.0%

Holding current value

$238,255

Previous $228,000 -0.0%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $151,414 - $456,553	5,498 Added 200.0%	8,247 $228,000
Q2 2024 Jul 26, 2024	SELL	$75.69 - $81.19 $1,892 - $2,029	-25 Reduced 0.9%	2,749 $213,000
Q4 2023 Jan 23, 2024	BUY	$63.01 - $75.95 $174,789 - $210,685	2,774 New	2,774 $208,000
Q2 2022 Aug 04, 2022	SELL	$60.91 - $76.4 $164,213 - $205,974	-2,696 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$70.66 - $80.89 $150,081 - $171,810	-2,124 Reduced 44.07%	2,696 $205 Million
Q4 2021 Feb 11, 2022	BUY	$76.01 - $83.39 $2,584 - $2,835	34 Added 0.71%	4,820 $0
Q3 2021 Nov 04, 2021	SELL	$74.65 - $80.95 $136,086 - $147,571	-1,823 Reduced 27.58%	4,786 $366,000
Q2 2021 Aug 10, 2021	BUY	$74.64 - $79.12 $134,128 - $142,178	1,797 Added 37.34%	6,609 $514,000
Q1 2021 Apr 13, 2021	BUY	$67.07 - $76.85 $737 - $845	11 Added 0.23%	4,812 $358,000
Q4 2020 Jan 12, 2021	BUY	$55.93 - $68.45 $268,519 - $328,628	4,801 New	4,801 $327,000

Others Institutions Holding SCHM

# of Institutions

1,001

Shares Held

268M

Call Options Held

13.2K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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Walkner Condon Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History