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

Prestige Wealth Management Group LLC

  • $491 Million
  • Q3 2025

A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 11,737 shares of SCHM stock, worth $342,250. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,737
Previous 11,737 -0.0%
Holding current value
$342,250
Previous $329,000 5.47%
% of portfolio
0.07%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$22.92 - $28.05 $21,315 - $26,086
-930 Reduced 7.34%
11,737 $329,000
Q1 2025

May 12, 2025
SELL
$25.58 - $29.24 $8,057 - $9,210
-315 Reduced 2.43%
12,667 $331,000
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $237,477 - $716,053
8,623 Added 197.82%
12,982 $359,000
Q1 2023

May 16, 2023
SELL
$64.24 - $73.9 $64,175 - $73,826
-999 Reduced 18.65%
4,359 $295,000
Q4 2022

Feb 07, 2023
SELL
$61.05 - $69.94 $12,210 - $13,988
-200 Reduced 3.6%
5,358 $351,000
Q3 2022

Nov 01, 2022
SELL
$60.5 - $72.51 $60 - $72
-1 Reduced 0.02%
5,558 $336,000
Q2 2022

Aug 10, 2022
SELL
$60.91 - $76.4 $13,400 - $16,808
-220 Reduced 3.81%
5,559 $349,000
Q1 2022

May 05, 2022
SELL
$70.66 - $80.89 $7,419 - $8,493
-105 Reduced 1.78%
5,779 $438,000
Q4 2021

Feb 15, 2022
SELL
$76.01 - $83.39 $7,601 - $8,339
-100 Reduced 1.67%
5,884 $473,000
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $22,395 - $24,285
300 Added 5.28%
5,984 $459,000
Q2 2021

Aug 12, 2021
SELL
$74.64 - $79.12 $22,392 - $23,736
-300 Reduced 5.01%
5,684 $445,000
Q1 2021

May 13, 2021
SELL
$67.07 - $76.85 $14,285 - $16,369
-213 Reduced 3.44%
5,984 $445,000
Q3 2020

Oct 26, 2020
SELL
$51.99 - $58.83 $767,320 - $868,271
-14,759 Reduced 70.43%
6,197 $344,000
Q2 2020

Aug 13, 2020
BUY
$39.01 - $57.03 $20,324 - $29,712
521 Added 2.55%
20,956 $1.1 Million
Q1 2020

May 15, 2020
SELL
$35.83 - $62.24 $50,914 - $88,443
-1,421 Reduced 6.5%
20,435 $861,000
Q4 2019

Jan 28, 2020
SELL
$54.56 - $60.24 $5,128 - $5,662
-94 Reduced 0.43%
21,856 $1.32 Million
Q3 2019

Nov 14, 2019
BUY
$56.23 - $57.59 $78,328 - $80,222
1,393 Added 6.78%
21,950 $1.24 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-8,757 Reduced 29.87%
20,557 $1.17 Million
Q1 2019

Aug 16, 2019
SELL
N/A
-3,366 Reduced 10.3%
29,314 $1.62 Million
Q4 2018

Apr 16, 2019
BUY
N/A
32,680 New
32,680 $1.57 Million

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 Prestige Wealth Management Group LLC Portfolio

Follow Prestige 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 Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email