Topsail Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025

A detailed history of Topsail Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 7,079 shares of SCHM stock, worth $206,423. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,079
Previous 7,079 -0.0%
Holding current value
$206,423
Previous $199 Million 5.67%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 14, 2025
BUY
$27.54 - $83.04 $194,955 - $587,840
7,079 New
7,079 $196 Million

Others Institutions Holding SCHM

# of Institutions
1,066
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
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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