Cetera Investment Advisers Schwab Strategic U.S. Mid Cap Transaction History

Cetera Investment Advisers

  • $80.6 Billion
  • Q3 2025

A detailed history of Cetera Investment Advisers transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cetera Investment Advisers holds 1,050,987 shares of SCHM stock, worth $30.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,050,987
Previous 560,658 87.46%
Holding current value
$30.6 Million
Previous $15.7 Million 98.09%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 14, 2025
BUY
$28.15 - $30.13 $13.8 Million - $14.8 Million
490,329 Added 87.46%
1,050,987 $31.2 Million
Q2 2025

Aug 08, 2025
BUY
$22.92 - $28.05 $1.72 Million - $2.11 Million
75,112 Added 15.47%
560,658 $15.7 Million
Q1 2025

May 06, 2025
SELL
$25.58 - $29.24 $229,554 - $262,399
-8,974 Reduced 1.81%
485,546 $12.7 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $9.27 Million - $28 Million
336,729 Added 213.4%
494,520 $13.7 Million
Q3 2024

Nov 13, 2024
SELL
$75.47 - $83.18 $11.6 Million - $12.8 Million
-154,211 Reduced 49.43%
157,791 $13.1 Million
Q2 2024

Aug 22, 2024
SELL
$75.69 - $81.19 $1.02 Million - $1.09 Million
-13,436 Reduced 4.13%
312,002 $24.3 Million
Q1 2024

May 24, 2024
BUY
$72.89 - $81.43 $22.6 Million - $25.2 Million
310,048 Added 2014.61%
325,438 $26.5 Million
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $1.53 Million - $1.71 Million
-20,949 Reduced 57.65%
15,390 $1.25 Million
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $148,388 - $178,862
-2,355 Reduced 6.09%
36,339 $2.74 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $33,174 - $36,768
497 Added 1.3%
38,694 $2.62 Million
Q2 2023

Aug 09, 2023
SELL
$65.29 - $71.03 $10,446 - $11,364
-160 Reduced 0.42%
38,197 $2.71 Million
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $17,152 - $19,731
-267 Reduced 0.69%
38,357 $2.6 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $202,136 - $231,571
3,311 Added 9.38%
38,624 $2.53 Million
Q3 2022

Nov 10, 2022
SELL
$60.5 - $72.51 $199,952 - $239,645
-3,305 Reduced 8.56%
35,313 $2.14 Million
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $22,841 - $28,650
-375 Reduced 0.96%
38,618 $2.42 Million
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $277,764 - $317,978
3,931 Added 11.21%
38,993 $2.96 Million
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $236,695 - $259,676
-3,114 Reduced 8.16%
35,062 $2.82 Million
Q3 2021

Nov 16, 2021
SELL
$74.65 - $80.95 $79,203 - $85,887
-1,061 Reduced 2.7%
38,176 $2.93 Million
Q2 2021

Aug 13, 2021
BUY
$74.64 - $79.12 $707,139 - $749,582
9,474 Added 31.83%
39,237 $3.07 Million
Q1 2021

May 17, 2021
SELL
$67.07 - $76.85 $688,473 - $788,865
-10,265 Reduced 25.64%
29,763 $2.22 Million
Q4 2020

Feb 17, 2021
BUY
$55.93 - $68.45 $1.7 Million - $2.08 Million
30,405 Added 315.96%
40,028 $2.73 Million
Q3 2020

Nov 13, 2020
SELL
$51.99 - $58.83 $15,129 - $17,119
-291 Reduced 2.94%
9,623 $534,000
Q2 2020

Aug 13, 2020
SELL
$39.01 - $57.03 $252,277 - $368,813
-6,467 Reduced 39.48%
9,914 $522,000
Q1 2020

May 08, 2020
BUY
$35.83 - $62.24 $75,601 - $131,326
2,110 Added 14.79%
16,381 $691,000
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $8,511 - $9,397
156 Added 1.11%
14,271 $859,000
Q3 2019

Nov 06, 2019
BUY
$56.23 - $57.59 $7,028 - $7,198
125 Added 0.89%
14,115 $801,000
Q2 2019

Aug 12, 2019
BUY
N/A
331 Added 2.42%
13,990 $799,000
Q1 2019

May 06, 2019
BUY
N/A
273 Added 2.04%
13,659 $754,000
Q4 2018

Feb 15, 2019
BUY
N/A
6,532 Added 95.3%
13,386 $641,000
Q3 2018

Nov 14, 2018
BUY
N/A
457 Added 7.14%
6,854 $396,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,461 Added 29.6%
6,397 $351,000
Q1 2018

May 09, 2018
SELL
N/A
-334 Reduced 6.34%
4,936 $261,000
Q4 2017

Feb 08, 2018
BUY
N/A
5,270 New
5,270 $280,000
Q3 2017

Nov 16, 2017
SELL
N/A
-36,416 Closed
0 $0
Q2 2017

Aug 17, 2017
BUY
N/A
31,633 Added 661.36%
36,416 $1.76 Million
Q2 2017

Aug 14, 2017
BUY
N/A
4,783
4,783 $231,000

Others Institutions Holding SCHM

# of Institutions
1,061
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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email