Wall Street Access Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wall Street Access Asset Management, LLC

  • $263 Million
  • Q4 2024

A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 8,175 shares of SCHM stock, worth $237,402. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,175
Previous 2,725 200.0%
Holding current value
$237,402
Previous $226,000 -0.0%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 17, 2025
BUY
$27.54 - $83.04 $150,093 - $452,568
5,450 Added 200.0%
8,175 $226,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $171,702 - $206,963
2,725 New
2,725 $205,000

Others Institutions Holding SCHM

# of Institutions
960
Shares Held
142M
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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