Columbia River Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Columbia River Financial Group, LLC

$162 Million
Q3 2025

A detailed history of Columbia River Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Columbia River Financial Group, LLC holds 66,935 shares of SCHM stock, worth $1.95 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

66,935

Previous 76,718 12.75%

Holding current value

$1.95 Million

Previous $2.19 Million 9.36%

% of portfolio

1.22%

Previous 1.42%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$28.15 - $30.13 $275,391 - $294,761	-9,783 Reduced 12.75%	66,935 $1.99 Million
Q2 2025 Aug 05, 2025	BUY	$22.92 - $28.05 $74,925 - $91,695	3,269 Added 4.45%	76,718 $2.19 Million
Q1 2025 Apr 29, 2025	SELL	$25.58 - $29.24 $511 - $584	-20 Reduced 0.03%	73,449 $1.92 Million
Q4 2024 Feb 19, 2025	BUY	$27.54 - $83.04 $2.02 Million - $6.1 Million	73,469 New	73,469 $2.04 Million

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
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Columbia River Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History