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

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Transform Wealth, LLC holds 67,830 shares of SCHM stock, worth $1.98 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
67,830
Previous 95,663 29.09%
Holding current value
$1.98 Million
Previous $2.65 Million 33.02%
% of portfolio
0.11%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$25.58 - $29.24 $711,968 - $813,836
-27,833 Reduced 29.09%
67,830 $1.78 Million
Q4 2024

Jan 16, 2025
BUY
$27.54 - $83.04 $1.71 Million - $5.14 Million
61,936 Added 183.64%
95,663 $2.65 Million
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $92,677 - $102,145
-1,228 Reduced 3.51%
33,727 $2.8 Million
Q2 2024

Jul 15, 2024
BUY
$75.69 - $81.19 $342,345 - $367,222
4,523 Added 14.86%
34,955 $2.72 Million
Q1 2024

Apr 15, 2024
BUY
$72.89 - $81.43 $32,508 - $36,317
446 Added 1.49%
30,432 $2.48 Million
Q4 2023

Jan 18, 2024
SELL
$63.01 - $75.95 $21,864 - $26,354
-347 Reduced 1.14%
29,986 $2.26 Million
Q3 2023

Oct 10, 2023
SELL
$66.75 - $73.98 $1.81 Million - $2 Million
-27,087 Reduced 47.17%
30,333 $2.05 Million
Q2 2023

Jul 13, 2023
SELL
$65.29 - $71.03 $60,719 - $66,057
-930 Reduced 1.59%
57,420 $4.08 Million
Q1 2023

Apr 14, 2023
BUY
$64.24 - $73.9 $1.84 Million - $2.12 Million
28,715 Added 96.9%
58,350 $3.96 Million
Q4 2022

Jan 12, 2023
BUY
$61.05 - $69.94 $1.81 Million - $2.07 Million
29,635 New
29,635 $0
Q1 2020

Apr 30, 2020
SELL
$35.83 - $62.24 $473,529 - $822,563
-13,216 Closed
0 $0
Q4 2019

Jan 24, 2020
SELL
$54.56 - $60.24 $176,174 - $194,514
-3,229 Reduced 19.64%
13,216 $795,000
Q3 2019

Oct 24, 2019
SELL
$56.23 - $57.59 $296,894 - $304,075
-5,280 Reduced 24.3%
16,445 $930,000
Q2 2019

Jul 30, 2019
SELL
N/A
-6,861 Reduced 24.0%
21,725 $1.24 Million
Q1 2019

Apr 12, 2019
SELL
N/A
-2,081 Reduced 6.79%
28,586 $1.58 Million
Q3 2018

Oct 25, 2018
SELL
N/A
-272 Reduced 0.88%
30,667 $1.77 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-1,318 Reduced 4.09%
30,939 $1.7 Million
Q1 2018

May 03, 2018
BUY
N/A
415 Added 1.3%
32,257 $1.71 Million
Q4 2017

Feb 08, 2018
BUY
N/A
26 Added 0.08%
31,842 $1.7 Million
Q3 2017

Oct 19, 2017
BUY
N/A
31,816
31,816 $1.59 Million

Others Institutions Holding SCHM

# of Institutions
1,061
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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