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 $2.86 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
36,867
Previous 33,293 10.73%
Holding current value
$2.86 Million
Previous $2.02 Million 20.0%
% of portfolio
0.61%
Previous 0.52%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$64.3 - $69.94 $229,808 - $249,965
3,574 Added 10.73%
36,867 $0
Q3 2022

Oct 18, 2022
BUY
N/A
2,896 Added 9.53%
33,293 $2.02 Million
Q2 2022

Jul 15, 2022
BUY
N/A
131 Added 0.43%
30,397 $1.91 Million
Q1 2022

Apr 15, 2022
BUY
N/A
1,093 Added 3.75%
30,266 $2.3 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-22,036 Reduced 43.03%
29,173 $2.35 Million
Q3 2021

Oct 22, 2021
BUY
N/A
2,577 Added 5.3%
51,209 $3.93 Million
Q2 2021

Jul 22, 2021
BUY
N/A
1,607 Added 3.42%
48,632 $3.81 Million
Q1 2021

Apr 15, 2021
BUY
N/A
490 Added 1.05%
47,025 $3.5 Million
Q4 2020

Jan 19, 2021
BUY
N/A
3,253 Added 7.52%
46,535 $3.17 Million
Q3 2020

Oct 19, 2020
BUY
N/A
1,274 Added 3.03%
43,282 $2.4 Million
Q2 2020

Jul 20, 2020
BUY
N/A
7,930 Added 23.27%
42,008 $2.21 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-566 Reduced 1.63%
34,078 $1.44 Million
Q4 2019

Jan 17, 2020
BUY
N/A
1,402 Added 4.22%
34,644 $2.08 Million
Q3 2019

Oct 21, 2019
BUY
N/A
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
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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