Watershed Private Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History

Watershed Private Wealth LLC

  • $235 Billion
  • Q2 2024

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Watershed Private Wealth LLC holds 9,036 shares of SCHM stock, worth $729,114. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,036
Previous 9,065 0.32%
Holding current value
$729,114
Previous $738 Million 4.73%
% of portfolio
0.3%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$75.69 - $81.19 $2,195 - $2,354
-29 Reduced 0.32%
9,036 $703 Million
Q1 2024

May 07, 2024
BUY
$72.89 - $81.43 $322,246 - $360,002
4,421 Added 95.2%
9,065 $738 Million
Q4 2023

Feb 07, 2024
SELL
$63.01 - $75.95 $271,762 - $327,572
-4,313 Reduced 48.15%
4,644 $350 Million
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $546,824 - $626,452
8,957 New
8,957 $588 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
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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