Wealth Shield Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 33,826 shares of SCHM stock, worth $981,968. This represents 0.39% of its overall portfolio holdings.

Number of Shares
33,826
Previous 33,755 0.21%
Holding current value
$981,968
Previous $2.63 Million 6.97%
% of portfolio
0.39%
Previous 0.41%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$75.47 - $83.18 $5,358 - $5,905
71 Added 0.21%
33,826 $2.81 Million
Q2 2024

Jul 26, 2024
BUY
$75.69 - $81.19 $18,922 - $20,297
250 Added 0.75%
33,755 $2.63 Million
Q1 2024

Apr 29, 2024
BUY
$72.89 - $81.43 $50,731 - $56,675
696 Added 2.12%
33,505 $2.73 Million
Q4 2023

Jan 23, 2024
BUY
$63.01 - $75.95 $1,890 - $2,278
30 Added 0.09%
32,809 $2.47 Million
Q3 2023

Oct 25, 2023
SELL
$66.75 - $73.98 $3,137 - $3,477
-47 Reduced 0.14%
32,779 $2.22 Million
Q2 2023

Aug 03, 2023
BUY
$65.29 - $71.03 $45,311 - $49,294
694 Added 2.16%
32,826 $2.33 Million
Q1 2023

May 08, 2023
BUY
$64.24 - $73.9 $45,160 - $51,951
703 Added 2.24%
32,132 $2.18 Million
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $129,059 - $147,853
2,114 Added 7.21%
31,429 $2.06 Million
Q3 2022

Nov 04, 2022
BUY
$60.5 - $72.51 $94,501 - $113,260
1,562 Added 5.63%
29,315 $1.77 Million
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $70,351 - $88,242
1,155 Added 4.34%
27,753 $1.74 Million
Q1 2022

May 09, 2022
BUY
$70.66 - $80.89 $1.88 Million - $2.15 Million
26,598 New
26,598 $2.02 Million
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $35,160 - $38,127
-471 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$74.64 - $79.12 $35,155 - $37,265
471 New
471 $37,000

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
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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