Total Wealth Planning, LLC Schwab Strategic U.S. Mid Cap Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Total Wealth Planning, LLC holds 11,148 shares of SCHM stock, worth $291,743. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,148
Previous 3,821 191.76%
Holding current value
$291,743
Previous $317,000 2.84%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 15, 2025
BUY
$27.54 - $83.04 $201,785 - $608,434
7,327 Added 191.76%
11,148 $308,000
Q3 2024

Oct 10, 2024
BUY
$75.47 - $83.18 $301 - $332
4 Added 0.1%
3,821 $317,000
Q2 2024

Aug 02, 2024
SELL
$75.69 - $81.19 $7,341 - $7,875
-97 Reduced 2.48%
3,817 $297,000
Q1 2024

Apr 18, 2024
SELL
$72.89 - $81.43 $3,644 - $4,071
-50 Reduced 1.26%
3,914 $318,000
Q4 2023

Feb 05, 2024
SELL
$63.01 - $75.95 $17,264 - $20,810
-274 Reduced 6.47%
3,964 $298,000
Q3 2023

Nov 08, 2023
SELL
$66.75 - $73.98 $4,539 - $5,030
-68 Reduced 1.58%
4,238 $286,000
Q2 2023

Jul 31, 2023
BUY
$65.29 - $71.03 $391 - $426
6 Added 0.14%
4,306 $305,000
Q1 2023

Apr 14, 2023
BUY
$64.24 - $73.9 $256 - $295
4 Added 0.09%
4,300 $291,000
Q4 2022

Feb 02, 2023
BUY
$61.05 - $69.94 $9,645 - $11,050
158 Added 3.82%
4,296 $281,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $580,497 - $695,733
-9,595 Reduced 69.87%
4,138 $250,000
Q2 2022

Aug 01, 2022
SELL
$60.91 - $76.4 $361,988 - $454,045
-5,943 Reduced 30.2%
13,733 $861,000
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $1.39 Million - $1.59 Million
19,676 New
19,676 $1.49 Million

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
276M
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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