Windsor Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Windsor Advisory Group, LLC

  • $49.9 Billion
  • Q2 2024

A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 36,377 shares of SCHM stock, worth $1.06 Million. This represents 5.68% of its overall portfolio holdings.

Number of Shares
36,377
Holding current value
$1.06 Million
% of portfolio
5.68%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $2.75 Million - $2.95 Million
36,377 New
36,377 $2.83 Billion

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
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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