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

Empower Advisory Group, LLC

$29.6 Billion
Q4 2024

A detailed history of Empower Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Empower Advisory Group, LLC holds 12,162 shares of SCHM stock, worth $311,103. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,162

Previous 3,302 268.32%

Holding current value

$311,103

Previous $274,000 22.99%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$27.54 - $83.04 $244,004 - $735,734	8,860 Added 268.32%	12,162 $337,000
Q3 2024 Nov 05, 2024	BUY	$75.47 - $83.18 $43,017 - $47,412	570 Added 20.86%	3,302 $274,000
Q2 2024 Jul 25, 2024	SELL	$75.69 - $81.19 $19,906 - $21,352	-263 Reduced 8.78%	2,732 $212,000
Q1 2024 May 02, 2024	SELL	$72.89 - $81.43 $110,209 - $123,122	-1,512 Reduced 33.55%	2,995 $243,000
Q4 2023 Feb 07, 2024	SELL	$63.01 - $75.95 $12,602 - $15,190	-200 Reduced 4.25%	4,507 $339,000
Q3 2023 Nov 03, 2023	SELL	$66.75 - $73.98 $52,599 - $58,296	-788 Reduced 14.34%	4,707 $318,000
Q2 2023 Aug 10, 2023	BUY	$65.29 - $71.03 $117,717 - $128,067	1,803 Added 48.84%	5,495 $390,000
Q1 2023 May 25, 2023	BUY	$64.24 - $73.9 $237,174 - $272,838	3,692 New	3,692 $250,000

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Empower Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History