Decision Point Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Decision Point Financial, LLC

  • $315 Million
  • Q3 2024

A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Decision Point Financial, LLC holds 2,461 shares of SCHM stock, worth $69,031. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,461
Previous 2,451 0.41%
Holding current value
$69,031
Previous $190,000 7.37%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$75.47 - $83.18 $754 - $831
10 Added 0.41%
2,461 $204,000
Q2 2024

Aug 09, 2024
BUY
$75.69 - $81.19 $605 - $649
8 Added 0.33%
2,451 $190,000
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $583 - $651
8 Added 0.33%
2,443 $198,000
Q4 2023

Jan 30, 2024
BUY
$63.01 - $75.95 $153,429 - $184,938
2,435 New
2,435 $183,000

Others Institutions Holding SCHM

# of Institutions
925
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
Track This Portfolio

Track Decision Point Financial, LLC Portfolio

Follow Decision Point Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Decision Point Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Decision Point Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email