Redw Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History

Redw Wealth LLC

  • $387 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$72.89 - $81.43 $181,860 - $203,167
2,495 New
2,495 $203,000
Q3 2021

Nov 03, 2021
SELL
$74.65 - $80.95 $193,866 - $210,227
-2,597 Closed
0 $0
Q2 2021

Jul 30, 2021
BUY
$74.64 - $79.12 $193,840 - $205,474
2,597 New
2,597 $203,000
Q1 2020

May 01, 2020
SELL
$35.83 - $62.24 $119,098 - $206,885
-3,324 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
$54.56 - $60.24 $30,499 - $33,674
-559 Reduced 14.4%
3,324 $200,000
Q3 2019

Nov 08, 2019
SELL
$56.23 - $57.59 $5,004 - $5,125
-89 Reduced 2.24%
3,883 $220,000
Q2 2019

Aug 09, 2019
BUY
N/A
307 Added 8.38%
3,972 $227,000
Q1 2019

May 06, 2019
BUY
N/A
3,665 New
3,665 $203,000
Q4 2018

Feb 08, 2019
SELL
N/A
-3,875 Closed
0 $0
Q3 2018

Oct 25, 2018
SELL
N/A
-30 Reduced 0.77%
3,875 $224,000
Q2 2018

Aug 03, 2018
SELL
N/A
-311 Reduced 7.38%
3,905 $215,000
Q4 2017

Feb 05, 2018
BUY
N/A
1 Added 0.02%
4,216 $225,000
Q3 2017

Oct 24, 2017
BUY
N/A
4,215
4,215 $212,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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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