West Coast Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

West Coast Financial LLC

  • $907 Million
  • Q4 2024

A detailed history of West Coast Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, West Coast Financial LLC holds 17,400 shares of SCHM stock, worth $503,556. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,400
Previous 5,800 200.0%
Holding current value
$503,556
Previous $481,000 0.21%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 14, 2025
BUY
$27.54 - $83.04 $319,464 - $963,264
11,600 Added 200.0%
17,400 $482,000
Q1 2024

Apr 12, 2024
BUY
$72.89 - $81.43 $145,780 - $162,860
2,000 Added 52.63%
5,800 $472,000
Q2 2023

Aug 08, 2023
BUY
$65.29 - $71.03 $248,102 - $269,914
3,800 New
3,800 $269,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
151M
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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