Wingate Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Wingate Wealth Advisors, Inc.

  • $102 Billion
  • Q4 2024

A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 3,632 shares of SCHM stock, worth $104,964. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,632
Holding current value
$104,964
% of portfolio
0.1%

Shares

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

Jan 28, 2025
BUY
$27.54 - $83.04 $100,025 - $301,601
3,632 New
3,632 $101 Million

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
144M
Call Options Held
8.1K
Put Options Held
3.6K
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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