Selective Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 13,446 shares of SCHM stock, worth $375,681. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,446
Previous 5,555 142.05%
Holding current value
$375,681
Previous $461,000 19.31%
% of portfolio
0.15%
Previous 0.19%

Shares

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

Jan 15, 2025
BUY
$27.54 - $83.04 $217,318 - $655,268
7,891 Added 142.05%
13,446 $372,000
Q3 2024

Oct 09, 2024
SELL
$75.47 - $83.18 $177,052 - $195,140
-2,346 Reduced 29.69%
5,555 $461,000
Q2 2024

Jul 10, 2024
SELL
$75.69 - $81.19 $10,218 - $10,960
-135 Reduced 1.68%
7,901 $614,000
Q1 2024

Apr 11, 2024
SELL
$72.89 - $81.43 $13,557 - $15,145
-186 Reduced 2.26%
8,036 $654,000
Q4 2023

Jan 05, 2024
SELL
$63.01 - $75.95 $117,513 - $141,646
-1,865 Reduced 18.49%
8,222 $619,000
Q3 2023

Oct 10, 2023
SELL
$66.75 - $73.98 $37,380 - $41,428
-560 Reduced 5.26%
10,087 $682,000
Q2 2023

Jul 11, 2023
SELL
$65.29 - $71.03 $34,277 - $37,290
-525 Reduced 4.7%
10,647 $756,000
Q4 2022

Jan 23, 2023
SELL
$61.05 - $69.94 $16,605 - $19,023
-272 Reduced 2.38%
11,172 $0
Q3 2022

Oct 21, 2022
SELL
$60.5 - $72.51 $56,386 - $67,579
-932 Reduced 7.53%
11,444 $693,000
Q2 2022

Jul 28, 2022
BUY
$60.91 - $76.4 $742,005 - $930,704
12,182 Added 6279.38%
12,376 $776,000
Q1 2022

Apr 20, 2022
BUY
$70.66 - $80.89 $13,708 - $15,692
194 New
194 $15,000

Others Institutions Holding SCHM

# of Institutions
1,009
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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