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

Capital Analysts, LLC

$3.43 Billion
Q3 2025

A detailed history of Capital Analysts, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Capital Analysts, LLC holds 4,631 shares of SCHM stock, worth $135,039. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,631

Previous 3,492 32.62%

Holding current value

$135,039

Previous $98,000 39.8%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$28.15 - $30.13 $32,062 - $34,318	1,139 Added 32.62%	4,631 $137,000
Q2 2025 Aug 13, 2025	SELL	$22.92 - $28.05 $4,171 - $5,105	-182 Reduced 4.95%	3,492 $98,000
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $77,745 - $234,421	2,823 Added 331.73%	3,674 $102,000
Q3 2024 Nov 13, 2024	BUY	$75.47 - $83.18 $12,377 - $13,641	164 Added 23.87%	851 $71,000
Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $14,986 - $16,075	198 Added 40.49%	687 $53,000

Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $35,643 - $39,819	489 New	489 $40,000

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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