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

Wedmont Private Capital

$1.75 Billion
Q3 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 10,081 shares of SCHM stock, worth $280,554. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,081

Previous 10,079 0.02%

Holding current value

$280,554

Previous $784,000 6.76%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Account

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