North Capital, Inc. Schwab Strategic U.S. Mid Cap Transaction History

North Capital, Inc.

  • $129 Billion
  • Q3 2025

A detailed history of North Capital, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, North Capital, Inc. holds 3,049 shares of SCHM stock, worth $88,908. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,049
Previous 3,048 0.03%
Holding current value
$88,908
Previous $85.5 Million 5.7%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 09, 2025
BUY
$28.15 - $30.13 $28 - $30
1 Added 0.03%
3,049 $90.4 Million
Q1 2025

Apr 28, 2025
BUY
$25.58 - $29.24 $77,967 - $89,123
3,048 New
3,048 $79.9 Million

Others Institutions Holding SCHM

# of Institutions
1,062
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
Track This Portfolio

Track North Capital, Inc. Portfolio

Follow North Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of North Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on North Capital, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email