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

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 30,011 shares of SCHM stock, worth $876,321. This represents 0.24% of its overall portfolio holdings.

Number of Shares
30,011
Previous 31,004 3.2%
Holding current value
$876,321
Previous $2.41 Million 3.32%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Nov 14, 2024
SELL
$75.47 - $83.18 $74,941 - $82,597
-993 Reduced 3.2%
30,011 $2.49 Million
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $29,973 - $32,151
-396 Reduced 1.26%
31,004 $2.41 Million
Q1 2024

May 13, 2024
SELL
$72.89 - $81.43 $67,496 - $75,404
-926 Reduced 2.86%
31,400 $2.56 Million
Q4 2023

Feb 12, 2024
SELL
$63.01 - $75.95 $117,828 - $142,026
-1,870 Reduced 5.47%
32,326 $2.44 Million
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $43,053 - $47,717
-645 Reduced 1.85%
34,196 $2.31 Million
Q2 2023

Aug 14, 2023
SELL
$65.29 - $71.03 $9,662 - $10,512
-148 Reduced 0.42%
34,841 $2.48 Million
Q1 2023

May 11, 2023
SELL
$64.24 - $73.9 $19,400 - $22,317
-302 Reduced 0.86%
34,989 $2.37 Million
Q4 2022

Feb 03, 2023
SELL
$61.05 - $69.94 $93,040 - $106,588
-1,524 Reduced 4.14%
35,291 $2.32 Million
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $68,244 - $81,791
-1,128 Reduced 2.97%
36,815 $2.23 Million
Q2 2022

Aug 02, 2022
SELL
$60.91 - $76.4 $19,003 - $23,836
-312 Reduced 0.82%
37,943 $2.38 Million
Q1 2022

May 11, 2022
SELL
$70.66 - $80.89 $101,679 - $116,400
-1,439 Reduced 3.63%
38,255 $2.9 Million
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $145,711 - $159,858
-1,917 Reduced 4.61%
39,694 $3.19 Million
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $24,186 - $26,227
-324 Reduced 0.77%
41,611 $3.19 Million
Q2 2021

Aug 09, 2021
SELL
$74.64 - $79.12 $191,526 - $203,021
-2,566 Reduced 5.77%
41,935 $3.28 Million
Q1 2021

May 14, 2021
SELL
$67.07 - $76.85 $3.35 Million - $3.84 Million
-49,986 Reduced 52.9%
44,501 $3.31 Million
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $5.28 Million - $6.47 Million
94,487 New
94,487 $6.44 Million

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

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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