Blue Rock Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Blue Rock Wealth Management LLC

  • $161 Billion
  • Q4 2025

A detailed history of Blue Rock Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 7,130 shares of SCHM stock, worth $207,910. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,130
Previous 7,203 1.01%
Holding current value
$207,910
Previous $213 Million 0.42%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$28.9 - $30.17 $2,109 - $2,202
-73 Reduced 1.01%
7,130 $214 Million
Q3 2025

Oct 21, 2025
BUY
$28.15 - $30.13 $202,764 - $217,026
7,203 New
7,203 $213 Million

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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