Benchmark Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Benchmark Wealth Management, LLC

  • $202 Million
  • Q3 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 15,649 shares of SCHM stock, worth $440,832. This represents 0.64% of its overall portfolio holdings.

Number of Shares
15,649
Previous 15,648 0.01%
Holding current value
$440,832
Previous $1.22 Million 6.82%
% of portfolio
0.64%
Previous 0.65%

Shares

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

Oct 18, 2024
BUY
$75.47 - $83.18 $75 - $83
1 Added 0.01%
15,649 $1.3 Million
Q4 2023

Jan 19, 2024
SELL
$63.01 - $75.95 $49,777 - $60,000
-790 Reduced 4.81%
15,648 $1.18 Million
Q2 2023

Jul 19, 2023
BUY
$65.29 - $71.03 $65 - $71
1 Added 0.01%
16,438 $1.17 Million
Q3 2022

Oct 13, 2022
BUY
$60.5 - $72.51 $83,127 - $99,628
1,374 Added 9.12%
16,437 $995,000
Q1 2020

Apr 22, 2020
SELL
$35.83 - $62.24 $38,660 - $67,156
-1,079 Reduced 6.68%
15,063 $635,000
Q4 2019

Jan 28, 2020
BUY
$54.56 - $60.24 $880,707 - $972,394
16,142 New
16,142 $971,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
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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