Wealth Group LTD Schwab Strategic U.S. Mid Cap Transaction History

Wealth Group LTD

$346 Billion
Q4 2024

A detailed history of Wealth Group LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Group LTD holds 108,625 shares of SCHM stock, worth $2.84 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

108,625

Previous 36,299 199.25%

Holding current value

$2.84 Million

Previous $3.02 Billion 0.21%

% of portfolio

0.87%

Previous 0.88%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$27.54 - $83.04 $1.99 Million - $6.01 Million	72,326 Added 199.25%	108,625 $3.01 Billion
Q3 2024 Oct 08, 2024	SELL	$75.47 - $83.18 $28,074 - $30,942	-372 Reduced 1.01%	36,299 $3.02 Billion
Q2 2024 Jul 09, 2024	SELL	$75.69 - $81.19 $12,564 - $13,477	-166 Reduced 0.45%	36,671 $2.85 Billion
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $17,202 - $19,217	-236 Reduced 0.64%	36,837 $2.94 Billion
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $2.34 Million - $2.82 Million	37,073 New	37,073 $2.76 Billion

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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