D.B. Root & Company, LLC Schwab Strategic U.S. Mid Cap Transaction History

D.B. Root & Company, LLC

  • $343 Million
  • Q3 2025

A detailed history of D.B. Root & Company, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, D.B. Root & Company, LLC holds 22,417 shares of SCHM stock, worth $653,679. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,417
Previous 58,091 61.41%
Holding current value
$653,679
Previous $1.63 Million 59.24%
% of portfolio
0.19%
Previous 0.51%

Shares

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

Nov 05, 2025
SELL
$28.15 - $30.13 $1 Million - $1.07 Million
-35,674 Reduced 61.41%
22,417 $664,000
Q2 2025

Jul 22, 2025
SELL
$22.92 - $28.05 $215,104 - $263,249
-9,385 Reduced 13.91%
58,091 $1.63 Million
Q1 2025

May 14, 2025
SELL
$25.58 - $29.24 $326,605 - $373,336
-12,768 Reduced 15.91%
67,476 $1.77 Million
Q4 2024

Jan 17, 2025
BUY
$27.54 - $83.04 $1.71 Million - $5.17 Million
62,230 Added 345.45%
80,244 $2.22 Million
Q3 2024

Oct 31, 2024
BUY
$75.47 - $83.18 $838,320 - $923,963
11,108 Added 160.85%
18,014 $1.5 Million
Q2 2024

Jul 15, 2024
BUY
$75.69 - $81.19 $61,460 - $65,926
812 Added 13.32%
6,906 $537,000
Q1 2024

Apr 17, 2024
BUY
$72.89 - $81.43 $50,877 - $56,838
698 Added 12.94%
6,094 $496,000
Q4 2023

Jan 16, 2024
SELL
$63.01 - $75.95 $18,587 - $22,405
-295 Reduced 5.18%
5,396 $406,000
Q3 2023

Nov 03, 2023
BUY
$66.75 - $73.98 $333 - $369
5 Added 0.09%
5,691 $385,000
Q2 2023

Jul 18, 2023
SELL
$65.29 - $71.03 $783 - $852
-12 Reduced 0.21%
5,686 $403,000
Q1 2023

Apr 18, 2023
BUY
$64.24 - $73.9 $1,027 - $1,182
16 Added 0.28%
5,698 $386,000
Q4 2022

Jan 27, 2023
SELL
$61.05 - $69.94 $5,738 - $6,574
-94 Reduced 1.63%
5,682 $0
Q3 2022

Oct 26, 2022
SELL
$60.5 - $72.51 $1,270 - $1,522
-21 Reduced 0.36%
5,776 $349,000
Q2 2022

Jul 21, 2022
SELL
$60.91 - $76.4 $2,131 - $2,674
-35 Reduced 0.6%
5,797 $363,000
Q1 2022

May 06, 2022
BUY
$70.66 - $80.89 $3,603 - $4,125
51 Added 0.88%
5,832 $442,000
Q4 2021

Feb 01, 2022
BUY
$76.01 - $83.39 $2,128 - $2,334
28 Added 0.49%
5,781 $465,000
Q3 2021

Oct 22, 2021
BUY
$74.65 - $80.95 $373 - $404
5 Added 0.09%
5,753 $441,000
Q2 2021

Jul 28, 2021
BUY
$74.64 - $79.12 $298 - $316
4 Added 0.07%
5,748 $449,000
Q1 2021

May 04, 2021
BUY
$67.07 - $76.85 $134 - $153
2 Added 0.03%
5,744 $427,000
Q4 2020

Feb 09, 2021
SELL
$55.93 - $68.45 $57,048 - $69,819
-1,020 Reduced 15.08%
5,742 $391,000
Q3 2020

Oct 22, 2020
SELL
$51.99 - $58.83 $89,682 - $101,481
-1,725 Reduced 20.33%
6,762 $375,000
Q2 2020

Aug 06, 2020
SELL
$39.01 - $57.03 $89,293 - $130,541
-2,289 Reduced 21.24%
8,487 $446,000
Q1 2020

Apr 29, 2020
SELL
$35.83 - $62.24 $60,266 - $104,687
-1,682 Reduced 13.5%
10,776 $454,000
Q4 2019

Jan 14, 2020
SELL
$54.56 - $60.24 $6,328 - $6,987
-116 Reduced 0.92%
12,458 $749,000
Q3 2019

Oct 29, 2019
BUY
$56.23 - $57.59 $506 - $518
9 Added 0.07%
12,574 $710,000
Q2 2019

Jul 19, 2019
SELL
N/A
-2,174 Reduced 14.75%
12,565 $717,000
Q1 2019

Apr 12, 2019
BUY
N/A
490 Added 3.44%
14,739 $816,000
Q4 2018

Jan 25, 2019
BUY
N/A
10,731 Added 305.03%
14,249 $683,000
Q3 2018

Nov 05, 2018
BUY
N/A
3,518 New
3,518 $203,000

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 D.B. Root & Company, LLC Portfolio

Follow D.B. Root & Company, LLC 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 D.B. Root & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on D.B. Root & Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email