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

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 12, 2020
SELL
$54.56 - $60.24 $653,628 - $721,675
-11,980 Closed
0 $0
Q3 2019

Nov 15, 2019
SELL
$56.23 - $57.59 $1.2 Million - $1.23 Million
-21,347 Reduced 64.05%
11,980 $677,000
Q2 2019

Aug 09, 2019
SELL
N/A
-7,354 Reduced 18.08%
33,327 $1.9 Million
Q1 2019

May 16, 2019
SELL
N/A
-11,730 Reduced 22.38%
40,681 $2.25 Million
Q4 2018

Feb 06, 2019
BUY
N/A
868 Added 1.68%
52,411 $2.51 Million
Q3 2018

Nov 13, 2018
BUY
N/A
9,633 Added 22.98%
51,543 $2.98 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-5,723 Reduced 12.01%
41,910 $2.3 Million
Q1 2018

Apr 16, 2018
BUY
N/A
11,879 Added 33.22%
47,633 $2.52 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-8,787 Reduced 19.73%
35,754 $1.69 Million
Q4 2017

Feb 16, 2018
BUY
N/A
914 Added 2.1%
44,541 $2.37 Million
Q3 2017

Nov 20, 2017
BUY
N/A
4,556 Added 11.66%
43,627 $2.19 Million
Q2 2017

Aug 16, 2017
BUY
N/A
39,071
39,071 $1.88 Million

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
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More about SCHM
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