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

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 104,969 shares of SCHM stock, worth $2.75 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

104,969

Previous 33,826 210.32%

Holding current value

$2.75 Million

Previous $2.81 Million 3.49%

% of portfolio

0.42%

Previous 0.39%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$27.54 - $83.04 $1.96 Million - $5.91 Million	71,143 Added 210.32%	104,969 $2.91 Million
Q3 2024 Nov 04, 2024	BUY	$75.47 - $83.18 $5,358 - $5,905	71 Added 0.21%	33,826 $2.81 Million
Q2 2024 Jul 26, 2024	BUY	$75.69 - $81.19 $18,922 - $20,297	250 Added 0.75%	33,755 $2.63 Million
Q1 2024 Apr 29, 2024	BUY	$72.89 - $81.43 $50,731 - $56,675	696 Added 2.12%	33,505 $2.73 Million
Q4 2023 Jan 23, 2024	BUY	$63.01 - $75.95 $1,890 - $2,278	30 Added 0.09%	32,809 $2.47 Million
Q3 2023 Oct 25, 2023	SELL	$66.75 - $73.98 $3,137 - $3,477	-47 Reduced 0.14%	32,779 $2.22 Million
Q2 2023 Aug 03, 2023	BUY	$65.29 - $71.03 $45,311 - $49,294	694 Added 2.16%	32,826 $2.33 Million
Q1 2023 May 08, 2023	BUY	$64.24 - $73.9 $45,160 - $51,951	703 Added 2.24%	32,132 $2.18 Million
Q4 2022 Feb 13, 2023	BUY	$61.05 - $69.94 $129,059 - $147,853	2,114 Added 7.21%	31,429 $2.06 Million
Q3 2022 Nov 04, 2022	BUY	$60.5 - $72.51 $94,501 - $113,260	1,562 Added 5.63%	29,315 $1.77 Million
Q2 2022 Aug 11, 2022	BUY	$60.91 - $76.4 $70,351 - $88,242	1,155 Added 4.34%	27,753 $1.74 Million
Q1 2022 May 09, 2022	BUY	$70.66 - $80.89 $1.88 Million - $2.15 Million	26,598 New	26,598 $2.02 Million
Q3 2021 Nov 12, 2021	SELL	$74.65 - $80.95 $35,160 - $38,127	-471 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$74.64 - $79.12 $35,155 - $37,265	471 New	471 $37,000

Others Institutions Holding SCHM

# of Institutions

1,009

Shares Held

276M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Wealth Shield Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History