Wbh Advisory Inc Schwab Strategic U.S. Mid Cap Transaction History

Wbh Advisory Inc

  • $980 Million
  • Q2 2024

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wbh Advisory Inc holds 26,544 shares of SCHM stock, worth $2.09 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
26,544
Previous 26,682 0.52%
Holding current value
$2.09 Million
Previous $2.17 Million 4.93%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Jul 11, 2024
SELL
$75.69 - $81.19 $10,445 - $11,204
-138 Reduced 0.52%
26,544 $2.07 Million
Q1 2024

Apr 16, 2024
BUY
$72.89 - $81.43 $12,755 - $14,250
175 Added 0.66%
26,682 $2.17 Million
Q4 2023

Jan 09, 2024
SELL
$63.01 - $75.95 $92,057 - $110,962
-1,461 Reduced 5.22%
26,507 $2 Million
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $74,493 - $82,561
1,116 Added 4.16%
27,968 $1.89 Million
Q2 2023

Jul 12, 2023
BUY
$65.29 - $71.03 $23,896 - $25,996
366 Added 1.38%
26,852 $1.91 Million
Q1 2023

Apr 20, 2023
SELL
$64.24 - $73.9 $538,845 - $619,873
-8,388 Reduced 24.05%
26,486 $1.8 Million
Q3 2022

Oct 18, 2022
BUY
N/A
2,326 Added 7.15%
34,874 $2.11 Million
Q2 2022

Jul 12, 2022
BUY
N/A
9,361 Added 40.37%
32,548 $2.07 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-1,899 Reduced 7.57%
23,187 $0
Q4 2021

Jan 28, 2022
BUY
N/A
4,827 Added 23.83%
25,086 $2.02 Million
Q3 2021

Oct 25, 2021
BUY
N/A
1,403 Added 7.44%
20,259 $1.55 Million
Q2 2021

Jul 27, 2021
BUY
N/A
782 Added 4.33%
18,856 $1.47 Million
Q1 2021

Apr 19, 2021
BUY
N/A
485 Added 2.76%
18,074 $1.35 Million
Q4 2020

Jan 21, 2021
BUY
N/A
1,125 Added 6.83%
17,589 $1.27 Million
Q3 2020

Oct 27, 2020
BUY
N/A
3,942 Added 31.48%
16,464 $913,000
Q2 2020

Aug 05, 2020
BUY
N/A
70 Added 0.56%
12,522 $658,000
Q1 2020

May 07, 2020
SELL
N/A
-3,943 Reduced 24.05%
12,452 $525,000
Q4 2019

Jan 27, 2020
BUY
N/A
539 Added 3.4%
16,395 $986,000
Q3 2019

Oct 25, 2019
BUY
N/A
15,856 New
15,856 $896,000

Others Institutions Holding SCHM

# of Institutions
899
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
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More about SCHM
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