Campbell Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Campbell Wealth Management

$1.11 Billion
Q4 2024

A detailed history of Campbell Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Campbell Wealth Management holds 922,911 shares of SCHM stock, worth $26.3 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

922,911

Previous 294,975 212.88%

Holding current value

$26.3 Million

Previous $24.5 Million 4.35%

% of portfolio

2.3%

Previous 2.18%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $17.3 Million - $52.1 Million	627,936 Added 212.88%	922,911 $25.6 Million
Q3 2024 Oct 28, 2024	BUY	$75.47 - $83.18 $22.3 Million - $24.5 Million	294,975 New	294,975 $24.5 Million
Q1 2024 May 09, 2024	BUY	$72.89 - $81.43 $777,736 - $868,858	10,670 Added 4.09%	271,648 $22.1 Million
Q4 2023 Feb 08, 2024	BUY	$63.01 - $75.95 $307,866 - $371,091	4,886 Added 1.91%	260,978 $19.7 Million
Q3 2023 Nov 13, 2023	SELL	$66.75 - $73.98 $391,355 - $433,744	-5,863 Reduced 2.24%	256,092 $17.3 Million
Q2 2023 Jul 31, 2023	BUY	$65.29 - $71.03 $17.1 Million - $18.6 Million	261,955 New	261,955 $18.6 Million
Q1 2023 May 08, 2023	BUY	$64.24 - $73.9 $482,892 - $555,506	7,517 Added 3.07%	252,079 $17.1 Million
Q4 2022 Jan 10, 2023	BUY	$61.05 - $69.94 $53,479 - $61,267	876 Added 0.36%	244,562 $16 Million
Q3 2022 Oct 11, 2022	BUY	$60.5 - $72.51 $896,852 - $1.07 Million	14,824 Added 6.48%	243,686 $14.8 Million
Q2 2022 Aug 02, 2022	BUY	$60.91 - $76.4 $423,080 - $530,674	6,946 Added 3.13%	228,862 $14.4 Million
Q1 2022 May 18, 2022	BUY	$70.66 - $80.89 $86,346 - $98,847	1,222 Added 0.55%	221,916 $16.8 Million
Q4 2021 Jan 27, 2022	BUY	$76.01 - $83.39 $16.8 Million - $18.4 Million	220,694 New	220,694 $17.8 Million
Q3 2021 Dec 22, 2022	SELL	$74.65 - $80.95 $2.55 Million - $2.77 Million	-34,225 Reduced 14.04%	209,461 $16.1 Million
Q3 2021 Oct 25, 2021	SELL	$74.65 - $80.95 $15.2 Million - $16.5 Million	-204,180 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$74.64 - $79.12 $2.24 Million - $2.38 Million	-30,052 Reduced 12.83%	204,180 $16 Million
Q1 2021 Apr 30, 2021	BUY	$67.07 - $76.85 $399,401 - $457,641	5,955 Added 2.61%	234,232 $17.4 Million
Q4 2020 Jan 19, 2021	BUY	$55.93 - $68.45 $233,787 - $286,121	4,180 Added 1.87%	228,277 $15.6 Million
Q3 2020 Nov 02, 2020	BUY	$51.99 - $58.83 $319,894 - $361,980	6,153 Added 2.82%	224,097 $12.4 Million
Q2 2020 Jul 23, 2020	BUY	$39.01 - $57.03 $776,142 - $1.13 Million	19,896 Added 10.05%	217,944 $11.5 Million
Q1 2020 Apr 17, 2020	SELL	$35.83 - $62.24 $2.64 Million - $4.59 Million	-73,804 Reduced 27.15%	198,048 $8.35 Million
Q4 2019 Jan 15, 2020	BUY	$54.56 - $60.24 $815,999 - $900,949	14,956 Added 5.82%	271,852 $16.4 Million
Q3 2019 Oct 07, 2019	BUY	$56.23 - $57.59 $951,242 - $974,250	16,917 Added 7.05%	256,896 $14.5 Million
Q2 2019 Aug 09, 2019	BUY	N/A	17,992 Added 8.1%	239,979 $13.7 Million
Q1 2019 May 13, 2019	BUY	N/A	16,520 Added 8.04%	221,987 $12.3 Million
Q4 2018 Feb 14, 2019	BUY	N/A	205,467 New	205,467 $9.85 Million

Others Institutions Holding SCHM

# of Institutions

990

Shares Held

224M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Campbell Wealth Management Schwab Strategic U.S. Mid Cap Transaction History