Householder Group Estate & Retirement Specialist, LLC Schwab Strategic U.S. Mid Cap Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 255 shares of SCHM stock, worth $7,043. This represents 0.01% of its overall portfolio holdings.

Number of Shares
255
Previous 255 -0.0%
Holding current value
$7,043
Previous $19,000 10.53%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$72.89 - $81.43 $4,883 - $5,455
67 Added 35.64%
255 $20,000
Q4 2023

Jan 23, 2024
SELL
$63.01 - $75.95 $630 - $759
-10 Reduced 5.05%
188 $14,000
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $13,216 - $14,648
198 New
198 $13,000

Others Institutions Holding SCHM

# of Institutions
952
Shares Held
109M
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
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More about SCHM
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