Seven Springs Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Seven Springs Wealth Group, LLC

$267 Million
Q3 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 10,004 shares of SCHM stock, worth $288,315. This represents 0.31% of its overall portfolio holdings.

Number of Shares

10,004

Previous 10,004 -0.0%

Holding current value

$288,315

Previous $778,000 6.81%

% of portfolio

0.31%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$60.5 - $72.51 $3,146 - $3,770	-52 Reduced 0.52%	10,004 $606,000
Q1 2022 May 09, 2022	SELL	$70.66 - $80.89 $4,310 - $4,934	-61 Reduced 0.6%	10,056 $763,000
Q1 2021 May 07, 2021	SELL	$67.07 - $76.85 $6,103 - $6,993	-91 Reduced 0.89%	10,117 $753,000
Q4 2020 Feb 01, 2021	BUY	$55.93 - $68.45 $2,013 - $2,464	36 Added 0.35%	10,208 $696,000
Q3 2020 Oct 19, 2020	BUY	$51.99 - $58.83 $3,691 - $4,176	71 Added 0.7%	10,172 $564,000
Q2 2020 Aug 03, 2020	BUY	$39.01 - $57.03 $2,457 - $3,592	63 Added 0.63%	10,101 $532,000
Q1 2020 Apr 20, 2020	BUY	$35.83 - $62.24 $359,661 - $624,765	10,038 New	10,038 $423,000

Others Institutions Holding SCHM

# of Institutions

994

Shares Held

237M

Call Options Held

8.1K

Put Options Held

3.6K

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 Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.

Account

Seven Springs Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History