Whipplewood Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 41,924 shares of SCHM stock, worth $1.21 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
41,924
Holding current value
$1.21 Million
% of portfolio
0.66%

Shares

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

Feb 04, 2025
BUY
$27.54 - $83.04 $1.15 Million - $3.48 Million
41,924 New
41,924 $1.16 Billion

Others Institutions Holding SCHM

# of Institutions
964
Shares Held
156M
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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