Wedmont Private Capital Schwab Strategic U.S. Mid Cap Transaction History

Wedmont Private Capital

$1.58 Billion
Q2 2024

A detailed history of Wedmont Private Capital transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wedmont Private Capital holds 10,079 shares of SCHM stock, worth $831,618. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,079

Previous 7,427 35.71%

Holding current value

$831,618

Previous $604,000 29.8%

% of portfolio

0.05%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$75.69 - $81.19 $200,729 - $215,315	2,652 Added 35.71%	10,079 $784,000
Q1 2024 Apr 10, 2024	BUY	$72.89 - $81.43 $23,689 - $26,464	325 Added 4.58%	7,427 $604,000
Q4 2023 Jan 09, 2024	BUY	$63.01 - $75.95 $1,323 - $1,594	21 Added 0.3%	7,102 $534,000
Q3 2023 Oct 10, 2023	BUY	$66.75 - $73.98 $66 - $73	1 Added 0.01%	7,081 $479,000
Q2 2023 Jul 17, 2023	BUY	$65.29 - $71.03 $65 - $71	1 Added 0.01%	7,080 $502,000
Q1 2023 Apr 11, 2023	BUY	$64.24 - $73.9 $15,032 - $17,292	234 Added 3.42%	7,079 $480,000
Q4 2022 Jan 09, 2023	BUY	$61.05 - $69.94 $4,639 - $5,315	76 Added 1.12%	6,845 $0
Q2 2022 Jul 11, 2022	SELL	$60.91 - $76.4 $12,303 - $15,432	-202 Reduced 2.9%	6,769 $425,000
Q4 2021 Jan 14, 2022	BUY	$76.01 - $83.39 $529,865 - $581,311	6,971 New	6,971 $547,000

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Wedmont Private Capital Schwab Strategic U.S. Mid Cap Transaction History