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 $392,623. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,446

Previous 5,555 142.05%

Holding current value

$392,623

Previous $461,000 19.31%

% of portfolio

0.15%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

956

Shares Held

138M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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