Vsm Wealth Advisory, LLC Schwab Strategic U.S. Mid Cap Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$22.92 - $28.05 $411,345 - $503,413
-17,947 Reduced 22.74%
60,961 $1.71 Billion
Q1 2025

May 05, 2025
SELL
$25.58 - $29.24 $32,588 - $37,251
-1,274 Reduced 1.59%
78,908 $2.07 Billion
Q4 2024

Feb 10, 2025
BUY
$27.54 - $83.04 $2.21 Million - $6.66 Million
80,182 New
80,182 $2.22 Billion

Others Institutions Holding SCHM

# of Institutions
1,061
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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