Motive Wealth Advisors Schwab Strategic U.S. Mid Cap Transaction History

Motive Wealth Advisors

  • $186 Million
  • Q1 2025

A detailed history of Motive Wealth Advisors transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Motive Wealth Advisors holds 16,986 shares of SCHM stock, worth $416,157. This represents 0.24% of its overall portfolio holdings.

Number of Shares
16,986
Previous 35,502 52.15%
Holding current value
$416,157
Previous $983,000 54.83%
% of portfolio
0.24%
Previous 0.53%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$25.58 - $29.24 $473,639 - $541,407
-18,516 Reduced 52.15%
16,986 $444,000
Q4 2024

Jan 21, 2025
BUY
$27.54 - $83.04 $651,816 - $1.97 Million
23,668 Added 200.0%
35,502 $983,000
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $63,010 - $75,950
-1,000 Reduced 7.79%
11,834 $891,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $209,595 - $232,297
-3,140 Reduced 19.66%
12,834 $868,000
Q3 2022

Oct 21, 2022
SELL
$60.5 - $72.51 $1,936 - $2,320
-32 Reduced 0.2%
15,974 $967,000
Q4 2021

Feb 08, 2022
SELL
$76.01 - $83.39 $1,292 - $1,417
-17 Reduced 0.11%
16,006 $1.29 Million
Q2 2021

Aug 16, 2021
BUY
$74.64 - $79.12 $1.2 Million - $1.27 Million
16,023 New
16,023 $1.25 Million

Others Institutions Holding SCHM

# of Institutions
1,008
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
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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