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

Domani Wealth, LLC

  • $431 Million
  • Q1 2023

A detailed history of Domani Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Domani Wealth, LLC holds 16,227 shares of SCHM stock, worth $473,828. This represents 0.26% of its overall portfolio holdings.

Number of Shares
16,227
Previous 16,227 -0.0%
Holding current value
$473,828
Previous $1.06 Million 3.48%
% of portfolio
0.26%
Previous 0.27%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
SELL
$61.05 - $69.94 $1,953 - $2,238
-32 Reduced 0.2%
16,227 $0
Q3 2022

Oct 18, 2022
BUY
$60.5 - $72.51 $60 - $72
1 Added 0.01%
16,259 $984,000
Q2 2022

Jul 13, 2022
BUY
$60.91 - $76.4 $3,837 - $4,813
63 Added 0.39%
16,258 $1.02 Million
Q1 2022

Apr 15, 2022
BUY
$70.66 - $80.89 $70 - $80
1 Added 0.01%
16,195 $1.23 Million
Q4 2021

Jan 18, 2022
SELL
$76.01 - $83.39 $1,520 - $1,667
-20 Reduced 0.12%
16,194 $1.3 Million
Q3 2021

Oct 20, 2021
SELL
$74.65 - $80.95 $2,314 - $2,509
-31 Reduced 0.19%
16,214 $1.24 Million
Q2 2021

Jul 22, 2021
SELL
$74.64 - $79.12 $7,240 - $7,674
-97 Reduced 0.59%
16,245 $1.27 Million
Q1 2021

Apr 12, 2021
SELL
$67.07 - $76.85 $168,681 - $193,277
-2,515 Reduced 13.34%
16,342 $1.22 Million
Q4 2020

Jan 21, 2021
BUY
$55.93 - $68.45 $111 - $136
2 Added 0.01%
18,857 $1.29 Million
Q3 2020

Oct 13, 2020
SELL
$51.99 - $58.83 $85,887 - $97,187
-1,652 Reduced 8.06%
18,855 $1.05 Million
Q2 2020

Jul 24, 2020
SELL
$39.01 - $57.03 $4,330 - $6,330
-111 Reduced 0.54%
20,507 $1.08 Million
Q1 2020

Apr 10, 2020
SELL
$35.83 - $62.24 $537,879 - $934,346
-15,012 Reduced 42.13%
20,618 $869,000
Q4 2019

Jan 27, 2020
BUY
$54.56 - $60.24 $97,062 - $107,166
1,779 Added 5.26%
35,630 $2.14 Million
Q3 2019

Oct 11, 2019
BUY
$56.23 - $57.59 $87,156 - $89,264
1,550 Added 4.8%
33,851 $1.91 Million
Q2 2019

Jul 17, 2019
BUY
N/A
780 Added 2.47%
32,301 $1.84 Million
Q1 2019

Apr 24, 2019
BUY
N/A
3,899 Added 14.12%
31,521 $1.75 Million
Q4 2018

Jan 25, 2019
BUY
N/A
27,622 New
27,622 $1.32 Million

Others Institutions Holding SCHM

# of Institutions
956
Shares Held
138M
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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