Madison Park Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Madison Park Capital Advisors, LLC

  • $133 Billion
  • Q3 2024

A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 23,605 shares of SCHM stock, worth $658,343. This represents 1.47% of its overall portfolio holdings.

Number of Shares
23,605
Previous 23,450 0.66%
Holding current value
$658,343
Previous $1.83 Billion 7.46%
% of portfolio
1.47%
Previous 1.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$75.47 - $83.18 $11,697 - $12,892
155 Added 0.66%
23,605 $1.96 Billion
Q2 2024

Jul 23, 2024
BUY
$75.69 - $81.19 $80,988 - $86,873
1,070 Added 4.78%
23,450 $1.83 Billion
Q1 2024

Apr 05, 2024
BUY
$72.89 - $81.43 $37,319 - $41,692
512 Added 2.34%
22,380 $1.82 Billion
Q4 2023

Feb 01, 2024
BUY
$63.01 - $75.95 $1.38 Million - $1.66 Million
21,868 New
21,868 $1.65 Billion

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
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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