West Coast Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

West Coast Financial LLC

  • $824 Million
  • Q1 2024

A detailed history of West Coast Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, West Coast Financial LLC holds 5,800 shares of SCHM stock, worth $447,122. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,800
Previous 3,800 52.63%
Holding current value
$447,122
Previous $286,000 65.03%
% of portfolio
0.06%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$72.89 - $81.43 $145,780 - $162,860
2,000 Added 52.63%
5,800 $472,000
Q2 2023

Aug 08, 2023
BUY
$65.29 - $71.03 $248,102 - $269,914
3,800 New
3,800 $269,000

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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