Wealthcare Advisory Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Wealthcare Advisory Partners LLC

  • $3 Billion
  • Q1 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 52,276 shares of SCHM stock, worth $4.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
52,276
Previous 69,403 24.68%
Holding current value
$4.04 Million
Previous $5.23 Million 18.58%
% of portfolio
0.14%
Previous 0.21%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$72.89 - $81.43 $1.25 Million - $1.39 Million
-17,127 Reduced 24.68%
52,276 $4.26 Million
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $762,547 - $919,146
12,102 Added 21.12%
69,403 $5.23 Million
Q3 2023

Oct 12, 2023
BUY
$66.75 - $73.98 $484,204 - $536,650
7,254 Added 14.49%
57,301 $3.88 Million
Q2 2023

Jul 17, 2023
BUY
$65.29 - $71.03 $1.75 Million - $1.9 Million
26,772 Added 115.02%
50,047 $3.55 Million
Q1 2023

May 04, 2023
SELL
$64.24 - $73.9 $231,713 - $266,557
-3,607 Reduced 13.42%
23,275 $1.58 Million
Q4 2022

Feb 13, 2023
BUY
$64.3 - $69.94 $681,194 - $740,944
10,594 Added 65.04%
26,882 $1.76 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-2,495 Reduced 13.28%
16,288 $986,000
Q2 2022

Aug 15, 2022
BUY
N/A
3,385 Added 21.98%
18,783 $1.18 Million
Q1 2022

Apr 15, 2022
BUY
N/A
3,079 Added 24.99%
15,398 $1.17 Million
Q4 2021

Feb 11, 2022
BUY
N/A
5,500 Added 80.66%
12,319 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-5,183 Reduced 43.18%
6,819 $523,000
Q2 2021

Aug 16, 2021
BUY
N/A
1,948 Added 19.38%
12,002 $939,000
Q1 2021

Apr 30, 2021
BUY
N/A
482 Added 5.04%
10,054 $748,000
Q4 2020

Feb 12, 2021
SELL
N/A
-661 Reduced 6.46%
9,572 $653,000
Q3 2020

Oct 29, 2020
SELL
N/A
-401 Reduced 3.77%
10,233 $568,000
Q2 2020

Jul 29, 2020
BUY
N/A
233 Added 2.24%
10,634 $560,000
Q1 2020

Apr 29, 2020
SELL
N/A
-1,524 Reduced 12.78%
10,401 $439,000
Q4 2019

Jan 29, 2020
BUY
N/A
1,848 Added 18.34%
11,925 $717,000
Q3 2019

Oct 17, 2019
SELL
N/A
-81 Reduced 0.8%
10,077 $570,000
Q2 2019

Jul 30, 2019
BUY
N/A
780 Added 8.32%
10,158 $580,000
Q1 2019

May 13, 2019
BUY
N/A
1,545 Added 19.72%
9,378 $519,000
Q4 2018

Feb 14, 2019
BUY
N/A
188 Added 2.46%
7,833 $375,000
Q3 2018

Nov 14, 2018
BUY
N/A
6,721 Added 727.38%
7,645 $442,000
Q2 2018

Aug 14, 2018
BUY
N/A
2 Added 0.22%
924 $51,000
Q1 2018

May 15, 2018
BUY
N/A
922 New
922 $49,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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