Asset Planning Services Inc Schwab Strategic U.S. Mid Cap Transaction History

Asset Planning Services Inc

$226 Million
Q4 2025

A detailed history of Asset Planning Services Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Asset Planning Services Inc holds 18,861 shares of SCHM stock, worth $549,986. This represents 0.25% of its overall portfolio holdings.

Number of Shares

18,861

Previous 19,331 2.43%

Holding current value

$549,986

Previous $573,000 1.05%

% of portfolio

0.25%

Previous 0.24%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$28.9 - $30.17 $13,583 - $14,179	-470 Reduced 2.43%	18,861 $567,000
Q3 2025 Oct 16, 2025	BUY	$28.15 - $30.13 $22,801 - $24,405	810 Added 4.37%	19,331 $573,000
Q2 2025 Jul 22, 2025	SELL	$22.92 - $28.05 $4,469 - $5,469	-195 Reduced 1.04%	18,521 $520,000
Q4 2024 Jan 17, 2025	BUY	$27.54 - $83.04 $346,701 - $1.05 Million	12,589 Added 205.47%	18,716 $519,000
Q3 2024 Oct 22, 2024	BUY	$75.47 - $83.18 $26,414 - $29,113	350 Added 6.06%	6,127 $509,000

Q2 2024 Jul 25, 2024	SELL	$75.69 - $81.19 $15,138 - $16,238	-200 Reduced 3.35%	5,777 $450,000
Q1 2024 Apr 23, 2024	SELL	$72.89 - $81.43 $30,613 - $34,200	-420 Reduced 6.57%	5,977 $487,000
Q4 2023 Jan 16, 2024	SELL	$63.01 - $75.95 $6,301 - $7,595	-100 Reduced 1.54%	6,397 $482,000
Q3 2023 Oct 19, 2023	BUY	$66.75 - $73.98 $2,670 - $2,959	40 Added 0.62%	6,497 $440,000
Q2 2023 Jul 21, 2023	BUY	$65.29 - $71.03 $29,706 - $32,318	455 Added 7.58%	6,457 $459,000
Q1 2023 Apr 21, 2023	BUY	$64.24 - $73.9 $40,150 - $46,187	625 Added 11.62%	6,002 $407,000
Q4 2022 Jan 17, 2023	SELL	$61.05 - $69.94 $12,210 - $13,988	-200 Reduced 3.59%	5,377 $353,000
Q2 2022 Jul 22, 2022	SELL	$60.91 - $76.4 $22,536 - $28,268	-370 Reduced 6.22%	5,577 $350,000
Q1 2022 Apr 22, 2022	BUY	$70.66 - $80.89 $3,886 - $4,448	55 Added 0.93%	5,947 $451,000
Q4 2021 Jan 18, 2022	BUY	$76.01 - $83.39 $108,694 - $119,247	1,430 Added 32.05%	5,892 $474,000
Q2 2021 Jul 19, 2021	BUY	$74.64 - $79.12 $5,598 - $5,934	75 Added 1.71%	4,462 $349,000
Q1 2021 Apr 20, 2021	BUY	$67.07 - $76.85 $33,535 - $38,425	500 Added 12.86%	4,387 $327,000
Q4 2020 Jan 13, 2021	SELL	$55.93 - $68.45 $5,593 - $6,845	-100 Reduced 2.51%	3,887 $265,000
Q2 2020 Jul 14, 2020	BUY	$39.01 - $57.03 $155,532 - $227,378	3,987 New	3,987 $210,000
Q1 2020 Apr 16, 2020	SELL	$35.83 - $62.24 $136,583 - $237,258	-3,812 Closed	0 $0
Q4 2019 Jan 21, 2020	SELL	$54.56 - $60.24 $5,456 - $6,024	-100 Reduced 2.56%	3,812 $229,000
Q3 2019 Oct 22, 2019	BUY	$56.23 - $57.59 $219,971 - $225,292	3,912 New	3,912 $221,000
Q4 2018 Jan 24, 2019	SELL	N/A	-2,612 Closed	0 $0
Q3 2018 Nov 06, 2018	BUY	N/A	2,612 New	2,612 $0

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

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Asset Planning Services Inc Schwab Strategic U.S. Mid Cap Transaction History