Moneywise, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Moneywise, Inc. holds 208,059 shares of SCHM stock, worth $5.66 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

208,059

Previous 84,495 146.24%

Holding current value

$5.66 Million

Previous $7.02 Million 17.88%

% of portfolio

3.09%

Previous 3.64%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$27.54 - $83.04 $3.4 Million - $10.3 Million	123,564 Added 146.24%	208,059 $5.77 Million
Q3 2024 Oct 21, 2024	SELL	$75.47 - $83.18 $3.77 Million - $4.15 Million	-49,899 Reduced 37.13%	84,495 $7.02 Million
Q2 2024 Jul 17, 2024	SELL	$75.69 - $81.19 $2.06 Million - $2.21 Million	-27,183 Reduced 16.82%	134,394 $10.5 Million
Q1 2024 Apr 22, 2024	SELL	$72.89 - $81.43 $3.18 Million - $3.55 Million	-43,608 Reduced 21.25%	161,577 $13.2 Million
Q4 2023 Jan 29, 2024	SELL	$63.01 - $75.95 $2.06 Million - $2.48 Million	-32,704 Reduced 13.75%	205,185 $15.5 Million
Q3 2023 Oct 23, 2023	SELL	$66.75 - $73.98 $1.54 Million - $1.71 Million	-23,072 Reduced 8.84%	237,889 $16.1 Million
Q2 2023 Jul 24, 2023	SELL	$65.29 - $71.03 $1.58 Million - $1.71 Million	-24,139 Reduced 8.47%	260,961 $18.5 Million
Q1 2023 Apr 21, 2023	BUY	$64.24 - $73.9 $900,452 - $1.04 Million	14,017 Added 5.17%	285,100 $19.3 Million
Q4 2022 Jan 30, 2023	SELL	$61.05 - $69.94 $1.71 Million - $1.96 Million	-27,979 Reduced 9.36%	271,083 $17.8 Million
Q3 2022 Nov 03, 2022	BUY	$60.5 - $72.51 $1.71 Million - $2.05 Million	28,297 Added 10.45%	299,062 $18.1 Million
Q2 2022 Aug 02, 2022	BUY	$60.91 - $76.4 $606,785 - $761,096	9,962 Added 3.82%	270,765 $17 Million
Q1 2022 Apr 20, 2022	BUY	$70.66 - $80.89 $1.04 Million - $1.19 Million	14,772 Added 6.0%	260,803 $19.8 Million
Q4 2021 Jan 12, 2022	SELL	$76.01 - $83.39 $1.64 Million - $1.8 Million	-21,626 Reduced 8.08%	246,031 $19.8 Million
Q3 2021 Oct 12, 2021	BUY	$74.65 - $80.95 $2.42 Million - $2.62 Million	32,426 Added 13.78%	267,657 $20.5 Million
Q2 2021 Jul 22, 2021	SELL	$74.64 - $79.12 $1.38 Million - $1.47 Million	-18,522 Reduced 7.3%	235,231 $18.4 Million
Q1 2021 Apr 14, 2021	SELL	$67.07 - $76.85 $158,083 - $181,135	-2,357 Reduced 0.92%	253,753 $18.9 Million
Q4 2020 Jan 15, 2021	BUY	$55.93 - $68.45 $50,001 - $61,194	894 Added 0.35%	256,110 $17.5 Million
Q3 2020 Oct 13, 2020	BUY	$51.99 - $58.83 $420,703 - $476,052	8,092 Added 3.27%	255,216 $14.2 Million
Q2 2020 Jul 10, 2020	BUY	$39.01 - $57.03 $560,612 - $819,578	14,371 Added 6.17%	247,124 $13 Million
Q1 2020 Apr 13, 2020	BUY	$35.83 - $62.24 $262,060 - $455,223	7,314 Added 3.24%	232,753 $9.81 Million
Q4 2019 Jan 07, 2020	SELL	$54.56 - $60.24 $34,318 - $37,890	-629 Reduced 0.28%	225,439 $12.7 Million
Q3 2019 Oct 23, 2019	BUY	$56.23 - $57.59 $19,174 - $19,638	341 Added 0.15%	226,068 $12.8 Million
Q2 2019 Jul 17, 2019	BUY	N/A	18,842 Added 9.11%	225,727 $12.9 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-6,393 Reduced 3.0%	206,885 $10.9 Million
Q4 2018 Jan 29, 2019	BUY	N/A	11,090 Added 5.48%	213,278 $10.2 Million
Q3 2018 Oct 15, 2018	SELL	N/A	-1,833 Reduced 0.9%	202,188 $11.7 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-8,198 Reduced 3.86%	204,021 $11.2 Million
Q1 2018 Apr 17, 2018	SELL	N/A	-85,023 Reduced 28.6%	212,219 $11.2 Million
Q4 2017 Jan 08, 2018	SELL	N/A	-20,485 Reduced 6.45%	297,242 $15.8 Million
Q3 2017 Oct 10, 2017	BUY	N/A	317,727	317,727 $15.9 Million

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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