Ancora Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Ancora Advisors, LLC

$4.51 Billion
Q3 2025

A detailed history of Ancora Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ancora Advisors, LLC holds 9,606 shares of SCHM stock, worth $280,110. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,606

Previous 11,343 15.31%

Holding current value

$280,110

Previous $318,000 10.69%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$28.15 - $30.13 $48,896 - $52,335	-1,737 Reduced 15.31%	9,606 $284,000
Q2 2025 Aug 14, 2025	BUY	$22.92 - $28.05 $39,812 - $48,722	1,737 Added 18.08%	11,343 $318,000
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $176,366 - $531,788	6,404 Added 200.0%	9,606 $266,000
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $11,050 - $11,853	-146 Reduced 4.36%	3,202 $249,000
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $63 - $75	1 Added 0.03%	3,348 $252,000

Q3 2023 Nov 14, 2023	BUY	$66.75 - $73.98 $66 - $73	1 Added 0.03%	3,347 $226,000
Q1 2023 May 15, 2023	BUY	$64.24 - $73.9 $64 - $73	1 Added 0.03%	3,346 $227,000
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $176,190 - $201,846	2,886 Added 628.76%	3,345 $219,000
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $17,605 - $21,100	291 Added 173.21%	459 $28,000
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $10,232 - $12,835	168 New	168 $11,000

Others Institutions Holding SCHM

# of Institutions

1,068

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Ancora Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History