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

Wall Street Access Asset Management, LLC

  • $261 Million
  • Q3 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 $78,180. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,725
Previous 2,725 -0.0%
Holding current value
$78,180
Previous $212,000 6.6%
% of portfolio
0.09%
Previous 0.09%

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
950
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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