Commonwealth Equity Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025

A detailed history of Commonwealth Equity Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 364,002 shares of SCHM stock, worth $10.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
364,002
Previous 383,617 5.11%
Holding current value
$10.6 Million
Previous $10.8 Million 0.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
SELL
$28.15 - $30.13 $552,162 - $590,999
-19,615 Reduced 5.11%
364,002 $10.8 Million
Q2 2025

Aug 06, 2025
SELL
$22.92 - $28.05 $7.18 Million - $8.79 Million
-313,455 Reduced 44.97%
383,617 $10.8 Million
Q1 2025

May 09, 2025
BUY
$25.58 - $29.24 $730,718 - $835,269
28,566 Added 4.27%
697,072 $18.3 Million
Q4 2024

Feb 10, 2025
BUY
$27.54 - $83.04 $12.5 Million - $37.8 Million
455,246 Added 213.47%
668,506 $18.5 Million
Q3 2024

Oct 18, 2024
SELL
$75.47 - $83.18 $55,168 - $60,804
-731 Reduced 0.34%
213,260 $17.7 Million
Q2 2024

Jul 31, 2024
SELL
$75.69 - $81.19 $216,397 - $232,122
-2,859 Reduced 1.32%
213,991 $16.7 Million
Q1 2024

Apr 29, 2024
SELL
$72.89 - $81.43 $615,774 - $687,920
-8,448 Reduced 3.75%
216,850 $17.7 Million
Q4 2023

Feb 06, 2024
SELL
$63.01 - $75.95 $162,880 - $196,330
-2,585 Reduced 1.13%
225,298 $17 Million
Q3 2023

Oct 23, 2023
BUY
$66.75 - $73.98 $661,759 - $733,437
9,914 Added 4.55%
227,883 $15.4 Million
Q2 2023

Aug 10, 2023
BUY
$65.29 - $71.03 $682,868 - $742,902
10,459 Added 5.04%
217,969 $15.5 Million
Q1 2023

May 11, 2023
SELL
$64.24 - $73.9 $2,955 - $3,399
-46 Reduced 0.02%
207,510 $14.1 Million
Q4 2022

Feb 07, 2023
BUY
$61.05 - $69.94 $974,968 - $1.12 Million
15,970 Added 8.34%
207,556 $13.6 Million
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $479,281 - $574,424
7,922 Added 4.31%
191,586 $11.6 Million
Q2 2022

Jul 19, 2022
SELL
$60.91 - $76.4 $6.7 Million - $8.4 Million
-109,970 Reduced 37.45%
183,664 $11.5 Million
Q1 2022

May 04, 2022
SELL
$70.66 - $80.89 $267,942 - $306,734
-3,792 Reduced 1.27%
293,634 $22.3 Million
Q4 2021

Jan 31, 2022
BUY
$76.01 - $83.39 $432,952 - $474,989
5,696 Added 1.95%
297,426 $23.9 Million
Q3 2021

Oct 29, 2021
BUY
$74.65 - $80.95 $696,932 - $755,749
9,336 Added 3.31%
291,730 $22.4 Million
Q2 2021

Aug 11, 2021
BUY
$74.64 - $79.12 $789,467 - $836,852
10,577 Added 3.89%
282,394 $22.1 Million
Q1 2021

May 04, 2021
SELL
$67.07 - $76.85 $12 Million - $13.7 Million
-178,761 Reduced 39.67%
271,817 $20.2 Million
Q4 2020

Feb 11, 2021
BUY
$55.93 - $68.45 $3.28 Million - $4.01 Million
58,570 Added 14.94%
450,578 $30.7 Million
Q3 2020

Nov 05, 2020
BUY
$51.99 - $58.83 $1.91 Million - $2.17 Million
36,828 Added 10.37%
392,008 $21.7 Million
Q2 2020

Aug 12, 2020
BUY
$39.01 - $57.03 $152,685 - $223,215
3,914 Added 1.11%
355,180 $18.7 Million
Q1 2020

May 11, 2020
BUY
$35.83 - $62.24 $297,030 - $515,969
8,290 Added 2.42%
351,266 $14.8 Million
Q4 2019

Feb 05, 2020
BUY
$54.56 - $60.24 $2.27 Million - $2.5 Million
41,514 Added 13.77%
342,976 $20.6 Million
Q3 2019

Oct 30, 2019
SELL
$56.23 - $57.59 $4.76 Million - $4.88 Million
-84,654 Reduced 21.92%
301,462 $17 Million
Q2 2019

Jul 19, 2019
BUY
N/A
6,066 Added 1.6%
386,116 $22 Million
Q1 2019

May 13, 2019
BUY
N/A
588 Added 0.15%
380,050 $21.1 Million
Q4 2018

Feb 11, 2019
BUY
N/A
24,910 Added 7.03%
379,462 $18.2 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-28,485 Reduced 7.44%
354,552 $20.5 Million
Q2 2018

Jul 31, 2018
BUY
N/A
28,674 Added 8.09%
383,037 $21 Million
Q1 2018

May 14, 2018
BUY
N/A
54,098 Added 18.02%
354,363 $18.7 Million
Q4 2017

Feb 12, 2018
BUY
N/A
300,265
300,265 $16 Million

Others Institutions Holding SCHM

# of Institutions
1,059
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
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