Horst & Graben Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Horst & Graben Wealth Management LLC

  • $542 Million
  • Q4 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 8,148 shares of SCHM stock, worth $235,803. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,148
Previous 2,718 199.78%
Holding current value
$235,803
Previous $225,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 24, 2025
BUY
$27.54 - $83.04 $149,542 - $450,907
5,430 Added 199.78%
8,148 $225,000
Q3 2024

Oct 21, 2024
SELL
$75.47 - $83.18 $75 - $83
-1 Reduced 0.04%
2,718 $225,000
Q2 2024

Jul 23, 2024
BUY
$75.69 - $81.19 $205,801 - $220,755
2,719 New
2,719 $211,000

Others Institutions Holding SCHM

# of Institutions
964
Shares Held
156M
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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