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

Sanctuary Advisors, LLC

$15.5 Trillion
Q3 2025

A detailed history of Sanctuary Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sanctuary Advisors, LLC holds 14,578 shares of SCHM stock, worth $425,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,578

Previous 21,629 32.6%

Holding current value

$425,094

Previous $607 Million 37.05%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Jan 13, 2026	BUY	$28.15 - $30.13 $175,712 - $188,071	6,242 Added 42.82%	20,820 $617 Million
Q3 2025 Jan 06, 2026	SELL	$28.15 - $30.13 $198,485 - $212,446	-7,051 Reduced 32.6%	14,578 $382 Million
Q2 2025 Jan 06, 2026	BUY	$22.92 - $28.05 $161,608 - $197,780	7,051 Added 48.37%	21,629 $607 Million
Q1 2025 Jan 06, 2026	SELL	$25.58 - $29.24 $32,435 - $37,076	-1,268 Reduced 8.0%	14,578 $382 Million
Q4 2024 Jan 31, 2025	SELL	$27.54 - $83.04 $31,863 - $96,077	-1,157 Reduced 6.8%	15,846 $463 Million

Q3 2024 Nov 25, 2024	BUY	$75.47 - $83.18 $1.28 Million - $1.41 Million	17,003 New	17,003 $505 Million

Others Institutions Holding SCHM

# of Institutions

1,068

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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