National Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, National Wealth Management Group, LLC holds 31,493 shares of SCHM stock, worth $843,697. This represents 0.58% of its overall portfolio holdings.

Number of Shares

31,493

Previous 10,773 192.33%

Holding current value

$843,697

Previous $895 Million 2.51%

% of portfolio

0.58%

Previous 0.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $570,628 - $1.72 Million	20,720 Added 192.33%	31,493 $873 Million
Q3 2024 Nov 13, 2024	BUY	$75.47 - $83.18 $150 - $166	2 Added 0.02%	10,773 $895 Million
Q2 2024 Aug 09, 2024	SELL	$75.69 - $81.19 $48,517 - $52,042	-641 Reduced 5.62%	10,771 $838 Million
Q1 2024 May 17, 2024	SELL	$72.89 - $81.43 $41,109 - $45,926	-564 Reduced 4.71%	11,412 $929 Million
Q4 2023 Feb 01, 2024	SELL	$63.01 - $75.95 $93,632 - $112,861	-1,486 Reduced 11.04%	11,976 $902 Million
Q3 2023 Nov 13, 2023	SELL	$66.75 - $73.98 $13,149 - $14,574	-197 Reduced 1.44%	13,462 $911 Million
Q2 2023 Aug 09, 2023	SELL	$65.29 - $71.03 $108,446 - $117,980	-1,661 Reduced 10.84%	13,659 $985 Million
Q1 2023 May 15, 2023	BUY	$64.24 - $73.9 $984,156 - $1.13 Million	15,320 New	15,320 $1.01 Billion
Q4 2022 Nov 17, 2023	SELL	$61.05 - $69.94 $302,441 - $346,482	-4,954 Reduced 23.2%	16,397 $1.08 Billion
Q3 2022 Nov 17, 2023	BUY	$60.5 - $72.51 $477,284 - $572,031	7,889 Added 58.6%	21,351 $1.29 Billion
Q2 2022 Nov 17, 2023	SELL	$60.91 - $76.4 $216,595 - $271,678	-3,556 Reduced 11.04%	28,656 $1.8 Billion
Q1 2022 Nov 17, 2023	SELL	$70.66 - $80.89 $33,422 - $38,260	-473 Reduced 1.45%	32,212 $2.44 Billion
Q4 2021 Nov 17, 2023	BUY	$76.01 - $83.39 $1.46 Million - $1.6 Million	19,223 Added 142.79%	32,685 $2.63 Billion

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

275M

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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National Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History