Global Wealth Strategies & Associates Schwab Strategic U.S. Mid Cap Transaction History

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 2,207 shares of SCHM stock, worth $63,782. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,207
Previous 735 200.27%
Holding current value
$63,782
Previous $61.1 Million 0.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 02, 2025
BUY
$27.54 - $83.04 $40,538 - $122,234
1,472 Added 200.27%
2,207 $61.2 Million
Q3 2024

Oct 01, 2024
BUY
$75.47 - $83.18 $12,150 - $13,391
161 Added 28.05%
735 $61.1 Million
Q2 2023

Jul 05, 2023
BUY
$65.29 - $71.03 $37,476 - $40,771
574 New
574 $40.8 Million

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
144M
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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