Family Management Corp Schwab Strategic U.S. Mid Cap Transaction History

Family Management Corp

  • $677 Million
  • Q3 2025

A detailed history of Family Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Family Management Corp holds 7,896 shares of SCHM stock, worth $230,247. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,896
Previous 7,896 -0.0%
Holding current value
$230,247
Previous $221,000 5.88%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $144,970 - $437,122
5,264 Added 200.0%
7,896 $218,000
Q4 2020

Feb 10, 2021
BUY
$55.93 - $68.45 $147,207 - $180,160
2,632 New
2,632 $179,000

Others Institutions Holding SCHM

# of Institutions
1,072
Shares Held
283M
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 Family Management Corp Portfolio

Follow Family Management Corp 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 Family Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Family Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email