Kpp Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History

Kpp Advisory Services LLC

$675 Billion
Q3 2025

A detailed history of Kpp Advisory Services LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kpp Advisory Services LLC holds 20,723 shares of SCHM stock, worth $604,282. This represents 0.09% of its overall portfolio holdings.

Number of Shares

20,723

Previous 20,743 0.1%

Holding current value

$604,282

Previous $582 Million 5.56%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$28.15 - $30.13 $563 - $602	-20 Reduced 0.1%	20,723 $614 Million
Q2 2025 Jul 22, 2025	BUY	$22.92 - $28.05 $7,678 - $9,396	335 Added 1.64%	20,743 $582 Million
Q1 2025 Apr 23, 2025	BUY	$25.58 - $29.24 $30,823 - $35,234	1,205 Added 6.28%	20,408 $535 Million
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $363,638 - $1.1 Million	13,204 Added 220.1%	19,203 $532 Million
Q3 2024 Nov 06, 2024	BUY	$75.47 - $83.18 $73,281 - $80,767	971 Added 19.31%	5,999 $498 Million

Q2 2024 Aug 27, 2024	BUY	$75.69 - $81.19 $97,564 - $104,653	1,289 Added 34.47%	5,028 $391 Million
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $272,535 - $304,466	3,739 New	3,739 $304 Million
Q3 2023 Nov 14, 2023	BUY	$66.75 - $73.98 $229,620 - $254,491	3,440 New	3,440 $233 Million

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Kpp Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History