Blue Chip Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 33,175 shares of SCHM stock, worth $928,236. This represents 0.51% of its overall portfolio holdings.

Number of Shares
33,175
Previous 10,781 207.72%
Holding current value
$928,236
Previous $896 Million 2.6%
% of portfolio
0.51%
Previous 0.47%

Shares

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

Feb 12, 2025
BUY
$27.54 - $83.04 $616,730 - $1.86 Million
22,394 Added 207.72%
33,175 $919 Million
Q3 2024

Nov 14, 2024
SELL
$75.47 - $83.18 $13,056 - $14,390
-173 Reduced 1.58%
10,781 $896 Million
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $17,938 - $19,242
-237 Reduced 2.12%
10,954 $853 Million
Q1 2024

Apr 30, 2024
SELL
$72.89 - $81.43 $3,863 - $4,315
-53 Reduced 0.47%
11,191 $911 Million
Q4 2023

Mar 15, 2024
BUY
$63.01 - $75.95 $708,484 - $853,981
11,244 New
11,244 $847 Million

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
271M
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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