Wescott Financial Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 111,588 shares of SCHM stock, worth $2.99 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

111,588

Previous 37,071 201.01%

Holding current value

$2.99 Million

Previous $3.08 Million 0.39%

% of portfolio

0.36%

Previous 0.37%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $2.05 Million - $6.19 Million	74,517 Added 201.01%	111,588 $3.09 Million
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $497,422 - $548,239	-6,591 Reduced 15.1%	37,071 $3.08 Million
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $289,362 - $310,389	-3,823 Reduced 8.05%	43,662 $3.4 Million
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $587,128 - $655,918	-8,055 Reduced 14.5%	47,485 $3.87 Million
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $58,851 - $70,937	-934 Reduced 1.65%	55,540 $4.18 Million
Q3 2023 Nov 09, 2023	SELL	$66.75 - $73.98 $75,227 - $83,375	-1,127 Reduced 1.96%	56,474 $3.82 Million
Q2 2023 Aug 11, 2023	SELL	$65.29 - $71.03 $252,215 - $274,388	-3,863 Reduced 6.28%	57,601 $4.09 Million
Q1 2023 May 10, 2023	SELL	$64.24 - $73.9 $66,488 - $76,486	-1,035 Reduced 1.66%	61,464 $4.17 Million
Q4 2022 Feb 06, 2023	BUY	$61.05 - $69.94 $92,429 - $105,889	1,514 Added 2.48%	62,499 $4.1 Million
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $12,402 - $14,864	205 Added 0.34%	60,985 $3.69 Million
Q2 2022 Jul 28, 2022	BUY	$60.91 - $76.4 $12,425 - $15,585	204 Added 0.34%	60,780 $3.81 Million
Q1 2022 May 16, 2022	BUY	$70.66 - $80.89 $4.28 Million - $4.9 Million	60,576 New	60,576 $4.6 Million

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

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About SCHWAB STRATEGIC U.S. MID-CAP

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Wescott Financial Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History