Abound Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Abound Wealth Management

  • $399 Billion
  • Q3 2025

A detailed history of Abound Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Abound Wealth Management holds 6 shares of SCHM stock, worth $174. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 6 -0.0%
Holding current value
$174
Previous $163,000 5.52%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$27.54 - $83.04 $137 - $415
-5 Reduced 45.45%
6 $159,000
Q2 2023

Aug 08, 2024
SELL
$65.29 - $71.03 $89,447 - $97,311
-1,370 Reduced 99.2%
11 $761,000
Q1 2023

Aug 07, 2024
BUY
$64.24 - $73.9 $88,715 - $102,055
1,381 New
1,381 $93.7 Million
Q4 2022

Aug 07, 2024
SELL
$61.05 - $69.94 $671 - $769
-11 Reduced 0.79%
1,381 $90.6 Million
Q3 2022

Aug 07, 2024
BUY
$60.5 - $72.51 $665 - $797
11 Added 0.8%
1,392 $84.2 Million
Q2 2022

Aug 12, 2024
BUY
$60.91 - $76.4 $84,664 - $106,196
1,390 Added 12636.36%
1,401 $87.9 Million
Q4 2021

Aug 12, 2024
BUY
$76.01 - $83.39 $105,653 - $115,912
1,390 Added 12636.36%
1,401 $113 Million

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
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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