Apella Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History

Apella Capital, LLC

  • $4.28 Billion
  • Q3 2025

A detailed history of Apella Capital, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Apella Capital, LLC holds 21,685 shares of SCHM stock, worth $632,334. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,685
Previous 21,685 -0.0%
Holding current value
$632,334
Previous $608,000 5.59%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 10, 2025
SELL
$25.58 - $29.24 $7,213 - $8,245
-282 Reduced 1.28%
21,685 $567,000
Q4 2024

Jan 14, 2025
BUY
$27.54 - $83.04 $401,725 - $1.21 Million
14,587 Added 197.66%
21,967 $608,000
Q2 2024

Jul 10, 2024
BUY
$75.69 - $81.19 $558,592 - $599,182
7,380 New
7,380 $574,000

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
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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