Wealthcare Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Wealthcare Capital Management LLC

  • $978 Million
  • Q3 2024

Shares

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

Aug 09, 2024
SELL
$75.69 - $81.19 $15,062 - $16,156
-199 Reduced 3.9%
4,905 $381,000
Q1 2024

Apr 15, 2024
SELL
$72.89 - $81.43 $488,071 - $545,255
-6,696 Reduced 56.75%
5,104 $415,000
Q4 2023

Feb 08, 2024
SELL
$63.01 - $75.95 $284,679 - $343,142
-4,518 Reduced 27.69%
11,800 $888,000
Q3 2023

Oct 12, 2023
BUY
$66.75 - $73.98 $484,204 - $536,650
7,254 Added 80.03%
16,318 $1.1 Million
Q2 2023

Jul 18, 2023
BUY
$65.29 - $71.03 $129,731 - $141,136
1,987 Added 28.08%
9,064 $643,000
Q1 2023

May 04, 2023
BUY
$64.24 - $73.9 $62,441 - $71,830
972 Added 15.92%
7,077 $480,000
Q4 2022

Feb 14, 2023
SELL
$61.05 - $69.94 $55,616 - $63,715
-911 Reduced 12.98%
6,105 $400,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $10,527 - $12,616
-174 Reduced 2.42%
7,016 $425,000
Q1 2022

Apr 12, 2022
SELL
$70.66 - $80.89 $76,666 - $87,765
-1,085 Reduced 13.11%
7,190 $545,000
Q4 2021

Feb 11, 2022
SELL
$76.01 - $83.39 $92,428 - $101,402
-1,216 Reduced 12.81%
8,275 $666,000
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $20,528 - $22,261
275 Added 2.98%
9,491 $728,000
Q2 2021

Aug 16, 2021
SELL
$74.64 - $79.12 $34,632 - $36,711
-464 Reduced 4.79%
9,216 $721,000
Q1 2021

Apr 30, 2021
BUY
$67.07 - $76.85 $7,780 - $8,914
116 Added 1.21%
9,680 $720,000
Q4 2020

Feb 02, 2021
SELL
$55.93 - $68.45 $111,860 - $136,900
-2,000 Reduced 17.3%
9,564 $652,000
Q3 2020

Oct 28, 2020
BUY
$51.99 - $58.83 $57,708 - $65,301
1,110 Added 10.62%
11,564 $642,000
Q2 2020

Jul 29, 2020
BUY
$39.01 - $57.03 $55,433 - $81,039
1,421 Added 15.73%
10,454 $550,000
Q1 2020

Apr 29, 2020
BUY
$35.83 - $62.24 $4,765 - $8,277
133 Added 1.49%
9,033 $381,000
Q4 2019

Jan 29, 2020
SELL
$54.56 - $60.24 $1,582 - $1,746
-29 Reduced 0.32%
8,900 $535,000
Q3 2019

Oct 17, 2019
BUY
$56.23 - $57.59 $171,501 - $175,649
3,050 Added 51.88%
8,929 $505,000
Q2 2019

Jul 30, 2019
BUY
N/A
29 Added 0.5%
5,879 $336,000
Q1 2018

May 15, 2018
SELL
N/A
-1,449 Reduced 19.85%
5,850 $309,000
Q1 2016

Sep 20, 2017
BUY
N/A
7,299
7,299 $296,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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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