Enclave Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Enclave Advisors LLC

$706 Billion
Q4 2025

A detailed history of Enclave Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Enclave Advisors LLC holds 12,177 shares of SCHM stock, worth $355,081. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,177

Previous 13,702 11.13%

Holding current value

$355,081

Previous $406 Million 9.84%

% of portfolio

0.05%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$28.9 - $30.17 $44,072 - $46,009	-1,525 Reduced 11.13%	12,177 $366 Million
Q3 2025 Oct 14, 2025	BUY	$28.15 - $30.13 $225 - $241	8 Added 0.06%	13,702 $406 Million
Q2 2025 Jul 17, 2025	SELL	$22.92 - $28.05 $3,369 - $4,123	-147 Reduced 1.06%	13,694 $384 Million
Q1 2025 Apr 10, 2025	SELL	$25.58 - $29.24 $5,295 - $6,052	-207 Reduced 1.47%	13,841 $363 Million
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $241,085 - $726,932	8,754 Added 165.36%	14,048 $389 Million

Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $399,538 - $440,354	5,294 New	5,294 $440 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

More about SCHM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Enclave Advisors LLC with notifications on news.

Account

Enclave Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History