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

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Balance Wealth, LLC holds 13,668 shares of SCHM stock, worth $398,558. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,668
Previous 10,197 34.04%
Holding current value
$398,558
Previous $286 Million 41.63%
% of portfolio
0.1%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$28.15 - $30.13 $97,708 - $104,581
3,471 Added 34.04%
13,668 $405 Million
Q2 2025

Aug 13, 2025
BUY
$22.92 - $28.05 $233,715 - $286,025
10,197 New
10,197 $286 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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