Wealth Group LTD Schwab Strategic U.S. Mid Cap Transaction History

Wealth Group LTD

$341 Billion
Q1 2025

A detailed history of Wealth Group LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Group LTD holds 108,507 shares of SCHM stock, worth $2.84 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

108,507

Previous 108,625 0.11%

Holding current value

$2.84 Million

Previous $3.01 Billion 5.55%

% of portfolio

0.83%

Previous 0.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$25.58 - $29.24 $3,018 - $3,450	-118 Reduced 0.11%	108,507 $2.84 Billion
Q4 2024 Jan 08, 2025	BUY	$27.54 - $83.04 $1.99 Million - $6.01 Million	72,326 Added 199.25%	108,625 $3.01 Billion
Q3 2024 Oct 08, 2024	SELL	$75.47 - $83.18 $28,074 - $30,942	-372 Reduced 1.01%	36,299 $3.02 Billion
Q2 2024 Jul 09, 2024	SELL	$75.69 - $81.19 $12,564 - $13,477	-166 Reduced 0.45%	36,671 $2.85 Billion
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $17,202 - $19,217	-236 Reduced 0.64%	36,837 $2.94 Billion
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $2.34 Million - $2.82 Million	37,073 New	37,073 $2.76 Billion

Others Institutions Holding SCHM

# of Institutions

1,009

Shares Held

273M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Group LTD with notifications on news.

Account