Wr Wealth Planners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 54 shares of SCHM stock, worth $1,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares
54
Previous 18 200.0%
Holding current value
$1,574
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
BUY
$27.54 - $83.04 $991 - $2,989
36 Added 200.0%
54 $1,000
Q2 2024

Jul 31, 2024
BUY
$75.69 - $81.19 $1,362 - $1,461
18 New
18 $1,000

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email