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

Wedmont Private Capital

$1.88 Billion
Q4 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 30,249 shares of SCHM stock, worth $874,196. This represents 0.04% of its overall portfolio holdings.

Number of Shares

30,249

Previous 10,081 200.06%

Holding current value

$874,196

Previous $837,000 0.12%

% of portfolio

0.04%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$27.54 - $83.04 $555,426 - $1.67 Million	20,168 Added 200.06%	30,249 $838,000
Q3 2024 Oct 08, 2024	BUY	$75.47 - $83.18 $150 - $166	2 Added 0.02%	10,081 $837,000
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

965

Shares Held

144M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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