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

Arista Wealth Management, LLC

  • $804 Billion
  • Q3 2025

A detailed history of Arista Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arista Wealth Management, LLC holds 25,040 shares of SCHM stock, worth $730,166. This represents 0.09% of its overall portfolio holdings.

Number of Shares
25,040
Previous 24,042 4.15%
Holding current value
$730,166
Previous $674 Million 10.05%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 06, 2025
BUY
$28.15 - $30.13 $28,093 - $30,069
998 Added 4.15%
25,040 $742 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $441,411 - $1.33 Million
16,028 Added 200.0%
24,042 $666 Million
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $584,140 - $652,580
8,014 New
8,014 $653 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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