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

Wealth Group LTD

  • $344 Billion
  • Q3 2024

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 36,299 shares of SCHM stock, worth $1.06 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
36,299
Previous 36,671 1.01%
Holding current value
$1.06 Million
Previous $2.85 Billion 5.69%
% of portfolio
0.88%
Previous 0.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
932
Shares Held
95.7M
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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