White Knight Strategic Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

White Knight Strategic Wealth Advisors, LLC

$224 Million
Q4 2024

A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 19,708 shares of SCHM stock, worth $549,656. This represents 0.24% of its overall portfolio holdings.

Number of Shares

19,708

Previous 3,672 436.71%

Holding current value

$549,656

Previous $305,000 79.02%

% of portfolio

0.24%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $441,631 - $1.33 Million	16,036 Added 436.71%	19,708 $546,000
Q3 2024 Nov 14, 2024	SELL	$75.47 - $83.18 $27,320 - $30,111	-362 Reduced 8.97%	3,672 $305,000
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $44,127 - $47,333	-583 Reduced 12.63%	4,034 $313,000
Q1 2024 May 15, 2024	SELL	$72.89 - $81.43 $36,080 - $40,307	-495 Reduced 9.68%	4,617 $375,000
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $207,933 - $250,635	-3,300 Reduced 39.23%	5,112 $385,000
Q3 2023 Nov 14, 2023	SELL	$66.75 - $73.98 $462,510 - $512,607	-6,929 Reduced 45.17%	8,412 $569,000
Q2 2023 Aug 11, 2023	SELL	$65.29 - $71.03 $184,509 - $200,730	-2,826 Reduced 15.56%	15,341 $1.09 Million
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $310,793 - $357,528	-4,838 Reduced 21.03%	18,167 $1.23 Million
Q4 2022 Feb 14, 2023	SELL	$61.05 - $69.94 $56,837 - $65,114	-931 Reduced 3.89%	23,005 $1.51 Million
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $20,146 - $24,145	-333 Reduced 1.37%	23,936 $1.45 Million
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $71,264 - $89,388	1,170 Added 5.07%	24,269 $1.52 Million
Q1 2022 Apr 22, 2022	SELL	$70.66 - $80.89 $16,817 - $19,251	-238 Reduced 1.02%	23,099 $1.75 Million
Q4 2021 Jan 14, 2022	BUY	$76.01 - $83.39 $1.77 Million - $1.95 Million	23,337 New	23,337 $1.88 Million

Others Institutions Holding SCHM

# of Institutions

1,012

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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 White Knight Strategic Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on White Knight Strategic Wealth Advisors, LLC with notifications on news.

Account

White Knight Strategic Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History