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

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025

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 8,114 shares of SCHM stock, worth $234,413. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,114
Previous 8,247 1.61%
Holding current value
$234,413
Previous $228,000 7.02%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$25.58 - $29.24 $3,402 - $3,888
-133 Reduced 1.61%
8,114 $212,000
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
1,023
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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