Decision Point Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Decision Point Financial, LLC

$418 Million
Q3 2025

A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Decision Point Financial, LLC holds 1,416 shares of SCHM stock, worth $41,290. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,416

Previous 1,410 0.43%

Holding current value

$41,290

Previous $39,000 5.13%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$28.15 - $30.13 $168 - $180	6 Added 0.43%	1,416 $41,000
Q2 2025 Aug 13, 2025	SELL	$22.92 - $28.05 $138,070 - $168,973	-6,024 Reduced 81.03%	1,410 $39,000
Q1 2025 May 02, 2025	BUY	$25.58 - $29.24 $562 - $643	22 Added 0.3%	7,434 $194,000
Q4 2024 Jan 28, 2025	BUY	$27.54 - $83.04 $136,350 - $411,131	4,951 Added 201.18%	7,412 $205,000
Q3 2024 Oct 28, 2024	BUY	$75.47 - $83.18 $754 - $831	10 Added 0.41%	2,461 $204,000

Q2 2024 Aug 09, 2024	BUY	$75.69 - $81.19 $605 - $649	8 Added 0.33%	2,451 $190,000
Q1 2024 Apr 30, 2024	BUY	$72.89 - $81.43 $583 - $651	8 Added 0.33%	2,443 $198,000
Q4 2023 Jan 30, 2024	BUY	$63.01 - $75.95 $153,429 - $184,938	2,435 New	2,435 $183,000

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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Decision Point Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History