Kpp Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History

Kpp Advisory Services LLC

  • $424 Billion
  • Q4 2024

A detailed history of Kpp Advisory Services LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kpp Advisory Services LLC holds 19,203 shares of SCHM stock, worth $560,535. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,203
Previous 5,999 220.1%
Holding current value
$560,535
Previous $498 Million 6.76%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Jan 24, 2025
BUY
$27.54 - $83.04 $363,638 - $1.1 Million
13,204 Added 220.1%
19,203 $532 Million
Q3 2024

Nov 06, 2024
BUY
$75.47 - $83.18 $73,281 - $80,767
971 Added 19.31%
5,999 $498 Million
Q2 2024

Aug 27, 2024
BUY
$75.69 - $81.19 $97,564 - $104,653
1,289 Added 34.47%
5,028 $391 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $272,535 - $304,466
3,739 New
3,739 $304 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $229,620 - $254,491
3,440 New
3,440 $233 Million

Others Institutions Holding SCHM

# of Institutions
955
Shares Held
133M
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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