Enclave Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Enclave Advisors LLC

  • $586 Billion
  • Q1 2025

A detailed history of Enclave Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Enclave Advisors LLC holds 13,841 shares of SCHM stock, worth $362,218. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,841
Previous 14,048 1.47%
Holding current value
$362,218
Previous $389 Million 6.84%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$25.58 - $29.24 $5,295 - $6,052
-207 Reduced 1.47%
13,841 $363 Million
Q4 2024

Jan 16, 2025
BUY
$27.54 - $83.04 $241,085 - $726,932
8,754 Added 165.36%
14,048 $389 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $399,538 - $440,354
5,294 New
5,294 $440 Million

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
273M
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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