Rainsberger Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Rainsberger Wealth Advisors, Inc.

$182 Million
Q4 2023

A detailed history of Rainsberger Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rainsberger Wealth Advisors, Inc. holds 101,842 shares of SCHM stock, worth $2.85 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares

101,842

Previous 103,387 1.49%

Holding current value

$2.85 Million

Previous $7 Million 9.62%

% of portfolio

4.22%

Previous 4.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$63.01 - $75.95 $97,350 - $117,342	-1,545 Reduced 1.49%	101,842 $7.67 Million
Q3 2023 Nov 14, 2023	BUY	$66.75 - $73.98 $85,306 - $94,546	1,278 Added 1.25%	103,387 $7 Million
Q2 2023 Aug 07, 2023	SELL	$65.29 - $71.03 $226,621 - $246,545	-3,471 Reduced 3.29%	102,109 $7.25 Million
Q1 2023 Apr 20, 2023	BUY	$64.24 - $73.9 $57,559 - $66,214	896 Added 0.86%	105,580 $7.16 Million
Q4 2022 Feb 01, 2023	SELL	$61.05 - $69.94 $50,183 - $57,490	-822 Reduced 0.78%	104,684 $6.87 Million
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $29,645 - $35,529	490 Added 0.47%	105,506 $6.39 Million
Q2 2022 Aug 12, 2022	SELL	$60.91 - $76.4 $2,619 - $3,285	-43 Reduced 0.04%	105,016 $6.59 Million
Q1 2022 May 16, 2022	BUY	$70.66 - $80.89 $48,119 - $55,086	681 Added 0.65%	105,059 $7.97 Million
Q4 2021 Feb 22, 2022	BUY	$76.01 - $83.39 $7.93 Million - $8.7 Million	104,378 New	104,378 $8.4 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rainsberger Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rainsberger Wealth Advisors, Inc. with notifications on news.

Account

Rainsberger Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History