A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 37,071 shares of SCHM stock, worth $1.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
37,071
Previous 43,662 15.1%
Holding current value
$1.1 Million
Previous $3.4 Million 9.36%
% of portfolio
0.37%
Previous 0.45%

Shares

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

Nov 12, 2024

SELL
$75.47 - $83.18 $497,422 - $548,239
-6,591 Reduced 15.1%
37,071 $3.08 Million
Q2 2024

Aug 14, 2024

SELL
$75.69 - $81.19 $289,362 - $310,389
-3,823 Reduced 8.05%
43,662 $3.4 Million
Q1 2024

May 13, 2024

SELL
$72.89 - $81.43 $587,128 - $655,918
-8,055 Reduced 14.5%
47,485 $3.87 Million
Q4 2023

Feb 13, 2024

SELL
$63.01 - $75.95 $58,851 - $70,937
-934 Reduced 1.65%
55,540 $4.18 Million
Q3 2023

Nov 09, 2023

SELL
$66.75 - $73.98 $75,227 - $83,375
-1,127 Reduced 1.96%
56,474 $3.82 Million
Q2 2023

Aug 11, 2023

SELL
$65.29 - $71.03 $252,215 - $274,388
-3,863 Reduced 6.28%
57,601 $4.09 Million
Q1 2023

May 10, 2023

SELL
$64.24 - $73.9 $66,488 - $76,486
-1,035 Reduced 1.66%
61,464 $4.17 Million
Q4 2022

Feb 06, 2023

BUY
$61.05 - $69.94 $92,429 - $105,889
1,514 Added 2.48%
62,499 $4.1 Million
Q3 2022

Nov 14, 2022

BUY
$60.5 - $72.51 $12,402 - $14,864
205 Added 0.34%
60,985 $3.69 Million
Q2 2022

Jul 28, 2022

BUY
$60.91 - $76.4 $12,425 - $15,585
204 Added 0.34%
60,780 $3.81 Million
Q1 2022

May 16, 2022

BUY
$70.66 - $80.89 $4.28 Million - $4.9 Million
60,576 New
60,576 $4.6 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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