United Advisor Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, United Advisor Group, LLC holds 48,397 shares of SCHM stock, worth $1.35 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
48,397
Holding current value
$1.35 Million
% of portfolio
0.28%

Shares

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

Feb 24, 2025
BUY
$27.54 - $83.04 $1.33 Million - $4.02 Million
48,397 New
48,397 $1.34 Million

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
271M
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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