Clearstead Trust, LLC Schwab Strategic U.S. Mid Cap Transaction History

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025

A detailed history of Clearstead Trust, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clearstead Trust, LLC holds 723 shares of SCHM stock, worth $21,082. This represents 0.0% of its overall portfolio holdings.

Number of Shares
723
Previous 723 -0.0%
Holding current value
$21,082
Previous $20,000 5.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$27.54 - $83.04 $13,274 - $40,025
482 Added 200.0%
723 $20,000
Q2 2023

Aug 08, 2023
BUY
$65.29 - $71.03 $15,734 - $17,118
241 New
241 $17,000

Others Institutions Holding SCHM

# of Institutions
1,060
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
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