Wall Street Access Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wall Street Access Asset Management, LLC

  • $240 Million
  • Q1 2024

A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 2,725 shares of SCHM stock, worth $211,814. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,725
Previous 2,725 -0.0%
Holding current value
$211,814
Previous $205,000 7.8%
% of portfolio
0.09%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $171,702 - $206,963
2,725 New
2,725 $205,000

Others Institutions Holding SCHM

# of Institutions
906
Shares Held
96.1M
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
Track This Portfolio

Track Wall Street Access Asset Management, LLC Portfolio

Follow Wall Street Access Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wall Street Access Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wall Street Access Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email