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

Rba Wealth Management, LLC

  • $263 Million
  • Q4 2024

A detailed history of Rba Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rba Wealth Management, LLC holds 13,067 shares of SCHM stock, worth $334,253. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,067
Previous 4,571 185.87%
Holding current value
$334,253
Previous $379,000 4.49%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jan 24, 2025
BUY
$27.54 - $83.04 $233,979 - $705,507
8,496 Added 185.87%
13,067 $362,000
Q3 2024

Oct 21, 2024
BUY
$75.47 - $83.18 $2,716 - $2,994
36 Added 0.79%
4,571 $379,000
Q2 2024

Jul 19, 2024
BUY
$75.69 - $81.19 $4,768 - $5,114
63 Added 1.41%
4,535 $352,000
Q1 2024

Apr 19, 2024
BUY
$72.89 - $81.43 $728 - $814
10 Added 0.22%
4,472 $364,000
Q4 2023

Feb 07, 2024
SELL
$63.01 - $75.95 $315 - $379
-5 Reduced 0.11%
4,462 $336,000
Q3 2023

Oct 19, 2023
BUY
$66.75 - $73.98 $16,420 - $18,199
246 Added 5.83%
4,467 $302,000
Q2 2023

Jul 21, 2023
SELL
$65.29 - $71.03 $20,827 - $22,658
-319 Reduced 7.03%
4,221 $299,000
Q1 2023

Apr 17, 2023
SELL
$64.24 - $73.9 $5,845 - $6,724
-91 Reduced 1.97%
4,540 $308,000
Q4 2022

Jan 25, 2023
BUY
$61.05 - $69.94 $3,296 - $3,776
54 Added 1.18%
4,631 $0
Q3 2022

Oct 12, 2022
SELL
$60.5 - $72.51 $5,566 - $6,670
-92 Reduced 1.97%
4,577 $277,000
Q2 2022

Jul 11, 2022
SELL
$60.91 - $76.4 $8,222 - $10,314
-135 Reduced 2.81%
4,669 $293,000
Q1 2022

Apr 14, 2022
BUY
$70.66 - $80.89 $5,228 - $5,985
74 Added 1.56%
4,804 $364,000
Q4 2021

Feb 02, 2022
BUY
$76.01 - $83.39 $359,527 - $394,434
4,730 New
4,730 $380,000
Q1 2021

Apr 14, 2021
SELL
$67.07 - $76.85 $290,748 - $333,144
-4,335 Closed
0 $0
Q4 2020

Feb 02, 2021
SELL
$55.93 - $68.45 $6,991 - $8,556
-125 Reduced 2.8%
4,335 $296,000
Q3 2020

Nov 12, 2020
BUY
$51.99 - $58.83 $8,942 - $10,118
172 Added 4.01%
4,460 $247,000
Q2 2020

Sep 29, 2020
BUY
$39.01 - $57.03 $167,274 - $244,544
4,288 New
4,288 $226,000
Q1 2020

May 15, 2020
SELL
$35.83 - $62.24 $131,782 - $228,918
-3,678 Closed
0 $0
Q4 2019

Jan 09, 2020
SELL
$54.56 - $60.24 $7,529 - $8,313
-138 Reduced 3.62%
3,678 $222,000
Q3 2019

Oct 24, 2019
SELL
$56.23 - $57.59 $7,028 - $7,198
-125 Reduced 3.17%
3,816 $216,000
Q2 2019

Aug 08, 2019
BUY
N/A
162 Added 4.29%
3,941 $225,000
Q1 2019

May 15, 2019
BUY
N/A
3,779 New
3,779 $214,000

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
Track This Portfolio

Track Rba Wealth Management, LLC Portfolio

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

News

Stay updated on Rba Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email