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

Benchmark Wealth Management, LLC

$203 Million
Q4 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 52,059 shares of SCHM stock, worth $1.38 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

52,059

Previous 15,649 232.67%

Holding current value

$1.38 Million

Previous $1.3 Million 10.92%

% of portfolio

0.71%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$27.54 - $83.04 $1 Million - $3.02 Million	36,410 Added 232.67%	52,059 $1.44 Million
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

1,011

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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