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

White Knight Strategic Wealth Advisors, LLC

  • $93.1 Million
  • Q1 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 4,617 shares of SCHM stock, worth $359,341. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,617
Previous 5,112 9.68%
Holding current value
$359,341
Previous $385,000 2.6%
% of portfolio
0.4%
Previous 0.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.3 - $69.94 $59,863 - $65,114
-931 Reduced 3.89%
23,005 $1.51 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-333 Reduced 1.37%
23,936 $1.45 Million
Q2 2022

Aug 15, 2022
BUY
N/A
1,170 Added 5.07%
24,269 $1.52 Million
Q1 2022

Apr 22, 2022
SELL
N/A
-238 Reduced 1.02%
23,099 $1.75 Million
Q4 2021

Jan 14, 2022
BUY
N/A
23,337 New
23,337 $1.88 Million

Others Institutions Holding SCHM

# of Institutions
902
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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