Elmwood Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 11,479 shares of SCHM stock, worth $293,632. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,479

Previous 3,826 200.03%

Holding current value

$293,632

Previous $317,000 0.32%

% of portfolio

0.14%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$27.54 - $83.04 $210,763 - $635,505	7,653 Added 200.03%	11,479 $318,000
Q1 2024 May 10, 2024	BUY	$72.89 - $81.43 $278,877 - $311,551	3,826 New	3,826 $311,000
Q3 2023 Nov 15, 2023	SELL	$66.75 - $73.98 $1,668 - $1,849	-25 Reduced 0.6%	4,126 $279,000
Q2 2023 Aug 10, 2023	BUY	$65.29 - $71.03 $65 - $71	1 Added 0.02%	4,151 $294,000
Q1 2023 Apr 28, 2023	SELL	$64.24 - $73.9 $25,695 - $29,560	-400 Reduced 8.79%	4,150 $281,000
Q4 2022 Jan 25, 2023	BUY	$61.05 - $69.94 $21,367 - $24,479	350 Added 8.33%	4,550 $0
Q1 2022 May 16, 2022	BUY	$70.66 - $80.89 $70 - $80	1 Added 0.02%	4,200 $319,000
Q1 2021 May 13, 2021	BUY	$67.07 - $76.85 $29,577 - $33,890	441 Added 11.73%	4,199 $0
Q2 2020 Aug 13, 2020	BUY	$39.01 - $57.03 $146,599 - $214,318	3,758 New	3,758 $198,000

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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Elmwood Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History