Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 334,864 shares of SCHM stock, worth $8.73 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
334,864
Previous 110,412 203.29%
Holding current value
$8.73 Million
Previous $9.17 Million 1.14%
% of portfolio
0.35%
Previous 0.38%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$27.54 - $83.04 $6.18 Million - $18.6 Million
224,452 Added 203.29%
334,864 $9.28 Million
Q3 2024

Nov 08, 2024
BUY
$75.47 - $83.18 $26,942 - $29,695
357 Added 0.32%
110,412 $9.17 Million
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $401,989 - $431,200
5,311 Added 5.07%
110,055 $8.57 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $63,778 - $71,251
875 Added 0.84%
104,744 $8.53 Million
Q4 2023

Jan 30, 2024
BUY
$63.01 - $75.95 $27,346 - $32,962
434 Added 0.42%
103,869 $7.82 Million
Q3 2023

Oct 17, 2023
BUY
$66.75 - $73.98 $129,361 - $143,373
1,938 Added 1.91%
103,435 $7 Million
Q2 2023

Jul 19, 2023
BUY
$65.29 - $71.03 $232,889 - $253,364
3,567 Added 3.64%
101,497 $7.21 Million
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $210,385 - $242,022
3,275 Added 3.46%
97,930 $6.64 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $136,813 - $156,735
2,241 Added 2.42%
94,655 $6.21 Million
Q3 2022

Oct 26, 2022
BUY
$60.5 - $72.51 $98,494 - $118,046
1,628 Added 1.79%
92,414 $5.59 Million
Q2 2022

Aug 10, 2022
BUY
$60.91 - $76.4 $5,542 - $6,952
91 Added 0.1%
90,786 $5.7 Million
Q1 2022

May 13, 2022
SELL
$70.66 - $80.89 $11,446 - $13,104
-162 Reduced 0.18%
90,695 $6.88 Million
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $4.72 Million - $5.18 Million
-62,121 Reduced 40.61%
90,857 $7.31 Million
Q3 2021

Nov 02, 2021
BUY
$74.65 - $80.95 $9.74 Million - $10.6 Million
130,410 Added 577.85%
152,978 $11.7 Million
Q2 2021

Jul 27, 2021
BUY
$74.64 - $79.12 $447 - $474
6 Added 0.03%
22,568 $1.77 Million
Q1 2021

May 11, 2021
SELL
$67.07 - $76.85 $73,039 - $83,689
-1,089 Reduced 4.6%
22,562 $1.68 Million
Q4 2020

Feb 09, 2021
SELL
$55.93 - $68.45 $27,349 - $33,472
-489 Reduced 2.03%
23,651 $1.61 Million
Q3 2020

Oct 20, 2020
SELL
$51.99 - $58.83 $53,029 - $60,006
-1,020 Reduced 4.05%
24,140 $1.34 Million
Q2 2020

Jul 02, 2020
SELL
$39.01 - $57.03 $198,951 - $290,853
-5,100 Reduced 16.85%
25,160 $0
Q1 2020

Apr 01, 2020
SELL
$35.83 - $62.24 $206,559 - $358,813
-5,765 Reduced 16.0%
30,260 $0
Q4 2019

Feb 11, 2020
SELL
$54.56 - $60.24 $3.54 Million - $3.91 Million
-64,851 Reduced 64.29%
36,025 $0
Q3 2019

Oct 09, 2019
BUY
$56.23 - $57.59 $100,764 - $103,201
1,792 Added 1.81%
100,876 $0
Q2 2019

Aug 14, 2019
BUY
N/A
3,318 Added 3.46%
99,084 $5.66 Million
Q1 2019

May 08, 2019
BUY
N/A
3,273 Added 3.54%
95,766 $5.3 Million
Q4 2018

Feb 13, 2019
BUY
N/A
3,475 Added 3.9%
92,493 $4.43 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-5,050 Reduced 5.37%
89,018 $5.15 Million
Q2 2018

Aug 16, 2018
BUY
N/A
16 Added 0.02%
94,068 $5.16 Million
Q1 2018

May 15, 2018
SELL
N/A
-2,899 Reduced 2.99%
94,052 $4.97 Million
Q4 2017

Feb 08, 2018
BUY
N/A
275 Added 0.28%
96,951 $5.17 Million
Q3 2017

Nov 08, 2017
BUY
N/A
96,676
96,676 $4.84 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

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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