Ledge Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 3,286 shares of SCHM stock, worth $91,646. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,286

Previous 3,275 0.34%

Holding current value

$91,646

Previous $221,000 11.76%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$63.01 - $75.95 $693 - $835	11 Added 0.34%	3,286 $247,000
Q3 2023 Oct 23, 2023	BUY	$66.75 - $73.98 $667 - $739	10 Added 0.31%	3,275 $221,000
Q2 2023 Jul 11, 2023	BUY	$65.29 - $71.03 $9,467 - $10,299	145 Added 4.65%	3,265 $231,000
Q1 2023 Apr 14, 2023	SELL	$64.24 - $73.9 $16,702 - $19,214	-260 Reduced 7.69%	3,120 $211,000
Q4 2022 Feb 02, 2023	BUY	$61.05 - $69.94 $854 - $979	14 Added 0.42%	3,380 $221,000
Q3 2022 Oct 18, 2022	BUY	$60.5 - $72.51 $786 - $942	13 Added 0.39%	3,366 $204,000
Q2 2022 Jul 20, 2022	SELL	$60.91 - $76.4 $220,250 - $276,262	-3,616 Reduced 51.89%	3,353 $210,000
Q1 2022 May 10, 2022	BUY	$70.66 - $80.89 $492,429 - $563,722	6,969 New	6,969 $529,000

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Ledge Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History