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

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

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 28,316 shares of SCHM stock, worth $825,694. This represents 0.3% of its overall portfolio holdings.

Number of Shares
28,316
Previous 29,118 2.75%
Holding current value
$825,694
Previous $863 Million 1.35%
% of portfolio
0.3%
Previous 0.33%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$28.9 - $30.17 $23,177 - $24,196
-802 Reduced 2.75%
28,316 $851 Million
Q3 2025

Oct 31, 2025
BUY
$28.15 - $30.13 $28,628 - $30,642
1,017 Added 3.62%
29,118 $863 Million
Q2 2025

Sep 25, 2025
SELL
$22.92 - $28.05 $14,004 - $17,138
-611 Reduced 2.13%
28,101 $788 Million
Q1 2025

May 15, 2025
SELL
$25.58 - $29.24 $71,137 - $81,316
-2,781 Reduced 8.83%
28,712 $752 Million
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
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email