En Rich Financial Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

En Rich Financial Partners LLC

  • $300 Billion
  • Q4 2024

A detailed history of En Rich Financial Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, En Rich Financial Partners LLC holds 2,772 shares of SCHM stock, worth $67,997. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,772
Previous 897 209.03%
Holding current value
$67,997
Previous $74.5 Million 3.06%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Feb 13, 2025
BUY
$27.54 - $83.04 $51,637 - $155,700
1,875 Added 209.03%
2,772 $76.8 Million
Q3 2024

Nov 07, 2024
SELL
$75.47 - $83.18 $150 - $166
-2 Reduced 0.22%
897 $74.5 Million
Q1 2024

May 02, 2024
BUY
$72.89 - $81.43 $65,528 - $73,205
899 New
899 $73.2 Million

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
274M
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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