Dakota Wealth Management
Position in SCHM — Schwab U.S. Mid-Cap ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SCHM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHM | $1,500,104 | 48,453 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SCHM | $3,513,078 | 116,830 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 SCHM | $1,485,793 | 50,128 | Shares | Sole | 2026-08-26 | |
| 2024-09-30 SCHM | — | 27,317 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 SCHM | — | 27,340 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 SCHM | — | 27,176 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SCHM | — | 24,595 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 SCHM | — | 26,157 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 SCHM | — | 18,190 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 SCHM | — | 17,183 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 SCHM | — | 17,195 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 SCHM | — | 17,673 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 SCHM | — | 17,653 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 SCHM | — | 17,962 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||