Strategic Family Wealth Counselors, L.L.C. Schwab Strategic U.S. Mid Cap Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 113,232 shares of SCHM stock, worth $3.28 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
113,232
Previous 110,552 2.42%
Holding current value
$3.28 Million
Previous $8.6 Million 9.34%
% of portfolio
3.34%
Previous 3.3%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$75.47 - $83.18 $202,259 - $222,922
2,680 Added 2.42%
113,232 $9.41 Million
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $348,628 - $373,961
4,606 Added 4.35%
110,552 $8.6 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $404,102 - $451,447
5,544 Added 5.52%
105,946 $8.63 Million
Q4 2023

Jan 29, 2024
BUY
$63.01 - $75.95 $161,620 - $194,811
2,565 Added 2.62%
100,402 $7.56 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $87,642 - $97,135
1,313 Added 1.36%
97,837 $6.62 Million
Q2 2023

Aug 10, 2023
BUY
$65.29 - $71.03 $50,273 - $54,693
770 Added 0.8%
96,524 $6.86 Million
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $46,573 - $53,577
-725 Reduced 0.75%
95,754 $6.5 Million
Q4 2022

Jan 25, 2023
SELL
$61.05 - $69.94 $428,021 - $490,349
-7,011 Reduced 6.77%
96,479 $0
Q3 2022

Nov 10, 2022
BUY
$60.5 - $72.51 $86,333 - $103,471
1,427 Added 1.4%
103,490 $6.26 Million
Q2 2022

Aug 11, 2022
BUY
$60.91 - $76.4 $265,019 - $332,416
4,351 Added 4.45%
102,063 $6.4 Million
Q1 2022

May 04, 2022
BUY
$70.66 - $80.89 $107,685 - $123,276
1,524 Added 1.58%
97,712 $7.41 Million
Q4 2021

Feb 08, 2022
SELL
$76.01 - $83.39 $81,178 - $89,060
-1,068 Reduced 1.1%
96,188 $7.74 Million
Q3 2021

Nov 09, 2021
BUY
$74.65 - $80.95 $542,556 - $588,344
7,268 Added 8.08%
97,256 $7.46 Million
Q2 2021

Jul 29, 2021
BUY
$74.64 - $79.12 $555,918 - $589,285
7,448 Added 9.02%
89,988 $7.04 Million
Q1 2021

May 10, 2021
BUY
$67.07 - $76.85 $311,204 - $356,584
4,640 Added 5.96%
82,540 $6.14 Million
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $287,368 - $351,696
5,138 Added 7.06%
77,900 $5.31 Million
Q3 2020

Oct 26, 2020
BUY
$51.99 - $58.83 $405,522 - $458,874
7,800 Added 12.01%
72,762 $4.04 Million
Q2 2020

Jul 13, 2020
SELL
$39.01 - $57.03 $272,172 - $397,898
-6,977 Reduced 9.7%
64,962 $3.42 Million
Q1 2020

Apr 16, 2020
BUY
$35.83 - $62.24 $283,343 - $492,193
7,908 Added 12.35%
71,939 $3.03 Million
Q4 2019

Jan 17, 2020
BUY
$54.56 - $60.24 $89,587 - $98,914
1,642 Added 2.63%
64,031 $3.85 Million
Q3 2019

Oct 17, 2019
BUY
$56.23 - $57.59 $161,661 - $165,571
2,875 Added 4.83%
62,389 $3.53 Million
Q2 2019

Jul 17, 2019
BUY
N/A
1,728 Added 2.99%
59,514 $3.4 Million
Q1 2019

Apr 26, 2019
BUY
N/A
15,858 Added 37.82%
57,786 $3.2 Million
Q4 2018

Jan 18, 2019
BUY
N/A
41,928 New
41,928 $2.01 Million

Others Institutions Holding SCHM

# of Institutions
964
Shares Held
156M
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
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. 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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email