Everstar Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Everstar Asset Management, LLC

  • $176 Billion
  • Q3 2025

A detailed history of Everstar Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Everstar Asset Management, LLC holds 9,654 shares of SCHM stock, worth $281,510. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,654
Previous 9,654 -0.0%
Holding current value
$281,510
Previous $271 Million 5.67%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 08, 2025
SELL
$25.58 - $29.24 $340,725 - $389,476
-13,320 Reduced 57.98%
9,654 $253 Million
Q1 2025

May 15, 2025
BUY
$25.58 - $29.24 $332,667 - $380,266
13,005 Added 130.45%
22,974 $538 Million
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $187,134 - $564,256
6,795 Added 214.08%
9,969 $276 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $239,541 - $264,013
3,174 New
3,174 $264 Million

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
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