Biltmore Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History

Biltmore Family Office, LLC

  • $572 Million
  • Q4 2024

A detailed history of Biltmore Family Office, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Biltmore Family Office, LLC holds 22,005 shares of SCHM stock, worth $575,870. This represents 0.11% of its overall portfolio holdings.

Number of Shares
22,005
Previous 7,335 200.0%
Holding current value
$575,870
Previous $609,000 -0.0%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Feb 12, 2025
BUY
$27.54 - $83.04 $404,011 - $1.22 Million
14,670 Added 200.0%
22,005 $609,000
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $462,932 - $510,226
6,134 Added 510.74%
7,335 $609,000
Q4 2023

Feb 14, 2024
SELL
$63.01 - $75.95 $8,254 - $9,949
-131 Reduced 9.83%
1,201 $90,000
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $88,911 - $98,541
1,332 New
1,332 $90,000
Q4 2022

Feb 07, 2023
BUY
$61.05 - $69.94 $374,480 - $429,011
6,134 New
6,134 $402,000

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
276M
Call Options Held
15K
Put Options Held
1.1K
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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