Crescent Sterling, Ltd. Schwab Strategic U.S. Mid Cap Transaction History

Crescent Sterling, Ltd.

  • $95.1 Billion
  • Q3 2025

A detailed history of Crescent Sterling, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Crescent Sterling, Ltd. holds 36,070 shares of SCHM stock, worth $1.05 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
36,070
Previous 36,486 1.14%
Holding current value
$1.05 Million
Previous $1.02 Billion 4.46%
% of portfolio
1.12%
Previous 1.15%

Shares

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

Oct 14, 2025
SELL
$28.15 - $30.13 $11,710 - $12,534
-416 Reduced 1.14%
36,070 $1.07 Billion
Q2 2025

Aug 04, 2025
SELL
$22.92 - $28.05 $72,266 - $88,441
-3,153 Reduced 7.95%
36,486 $1.02 Billion
Q1 2025

Apr 14, 2025
SELL
$25.58 - $29.24 $31,258 - $35,731
-1,222 Reduced 2.99%
39,639 $1.04 Billion
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $735,758 - $2.22 Million
26,716 Added 188.87%
40,861 $1.13 Billion
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $359,086 - $395,770
-4,758 Reduced 25.17%
14,145 $1.18 Billion
Q2 2024

Jul 17, 2024
SELL
$75.69 - $81.19 $114,140 - $122,434
-1,508 Reduced 7.39%
18,903 $1.47 Billion
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $17,566 - $19,624
241 Added 1.19%
20,411 $1.66 Billion
Q4 2023

Jan 10, 2024
SELL
$63.01 - $75.95 $5,544 - $6,683
-88 Reduced 0.43%
20,170 $1.52 Billion
Q3 2023

Oct 23, 2023
SELL
$66.75 - $73.98 $221,409 - $245,391
-3,317 Reduced 14.07%
20,258 $1.37 Billion
Q2 2023

Aug 03, 2023
SELL
$65.29 - $71.03 $125,748 - $136,803
-1,926 Reduced 7.55%
23,575 $1.67 Billion
Q1 2023

Apr 21, 2023
SELL
$64.24 - $73.9 $222,334 - $255,767
-3,461 Reduced 11.95%
25,501 $1.73 Billion
Q4 2022

Jan 19, 2023
BUY
$61.05 - $69.94 $1.77 Million - $2.03 Million
28,962 New
28,962 $1.9 Billion

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
  • Ticker SCHM
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More about SCHM
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