York Bridge Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 36,867 shares of SCHM stock, worth $1.09 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

36,867

Previous 33,293 10.73%

Holding current value

$1.09 Million

Previous $2.02 Million 20.0%

% of portfolio

0.61%

Previous 0.52%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$61.05 - $69.94 $218,192 - $249,965	3,574 Added 10.73%	36,867 $0
Q3 2022 Oct 18, 2022	BUY	$60.5 - $72.51 $175,208 - $209,988	2,896 Added 9.53%	33,293 $2.02 Million
Q2 2022 Jul 15, 2022	BUY	$60.91 - $76.4 $7,979 - $10,008	131 Added 0.43%	30,397 $1.91 Million
Q1 2022 Apr 15, 2022	BUY	$70.66 - $80.89 $77,231 - $88,412	1,093 Added 3.75%	30,266 $2.3 Million
Q4 2021 Jan 19, 2022	SELL	$76.01 - $83.39 $1.67 Million - $1.84 Million	-22,036 Reduced 43.03%	29,173 $2.35 Million
Q3 2021 Oct 22, 2021	BUY	$74.65 - $80.95 $192,373 - $208,608	2,577 Added 5.3%	51,209 $3.93 Million
Q2 2021 Jul 22, 2021	BUY	$74.64 - $79.12 $119,946 - $127,145	1,607 Added 3.42%	48,632 $3.81 Million
Q1 2021 Apr 15, 2021	BUY	$67.07 - $76.85 $32,864 - $37,656	490 Added 1.05%	47,025 $3.5 Million
Q4 2020 Jan 19, 2021	BUY	$55.93 - $68.45 $181,940 - $222,667	3,253 Added 7.52%	46,535 $3.17 Million
Q3 2020 Oct 19, 2020	BUY	$51.99 - $58.83 $66,235 - $74,949	1,274 Added 3.03%	43,282 $2.4 Million
Q2 2020 Jul 20, 2020	BUY	$39.01 - $57.03 $309,349 - $452,247	7,930 Added 23.27%	42,008 $2.21 Million
Q1 2020 Apr 16, 2020	SELL	$35.83 - $62.24 $20,279 - $35,227	-566 Reduced 1.63%	34,078 $1.44 Million
Q4 2019 Jan 17, 2020	BUY	$54.56 - $60.24 $76,493 - $84,456	1,402 Added 4.22%	34,644 $2.08 Million
Q3 2019 Oct 21, 2019	BUY	$56.23 - $57.59 $268,329 - $274,819	4,772 Added 16.76%	33,242 $1.88 Million
Q2 2019 Jul 18, 2019	BUY	N/A	1,261 Added 4.63%	28,470 $1.63 Million
Q1 2019 May 09, 2019	SELL	N/A	-1,783 Reduced 6.15%	27,209 $1.51 Million
Q4 2018 Feb 14, 2019	BUY	N/A	28,992 New	28,992 $1.39 Million

Others Institutions Holding SCHM

# of Institutions

1,043

Shares Held

281M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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York Bridge Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History