Financial Advisory Service, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Financial Advisory Service, Inc.

  • $1.37 Billion
  • Q3 2025

A detailed history of Financial Advisory Service, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 567,539 shares of SCHM stock, worth $16.5 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
567,539
Previous 559,901 1.36%
Holding current value
$16.5 Million
Previous $15.7 Million 7.11%
% of portfolio
1.23%
Previous 1.25%

Shares

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

Oct 29, 2025
BUY
$28.15 - $30.13 $215,009 - $230,132
7,638 Added 1.36%
567,539 $16.8 Million
Q2 2025

Aug 14, 2025
BUY
$22.92 - $28.05 $312,009 - $381,844
13,613 Added 2.49%
559,901 $15.7 Million
Q1 2025

May 05, 2025
BUY
$25.58 - $29.24 $310,899 - $355,382
12,154 Added 2.28%
546,288 $14.3 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $9.63 Million - $29 Million
349,650 Added 189.53%
534,134 $14.8 Million
Q3 2024

Oct 17, 2024
BUY
$75.47 - $83.18 $112,601 - $124,104
1,492 Added 0.82%
184,484 $15.3 Million
Q2 2024

Jul 29, 2024
BUY
$75.69 - $81.19 $217,230 - $233,015
2,870 Added 1.59%
182,992 $14.2 Million
Q1 2024

Apr 29, 2024
BUY
$72.89 - $81.43 $143,666 - $160,498
1,971 Added 1.11%
180,122 $14.7 Million
Q4 2023

Jan 23, 2024
BUY
$63.01 - $75.95 $75,927 - $91,519
1,205 Added 0.68%
178,151 $13.4 Million
Q3 2023

Oct 23, 2023
SELL
$66.75 - $73.98 $7,943 - $8,803
-119 Reduced 0.07%
176,946 $12 Million
Q2 2023

Aug 08, 2023
SELL
$65.29 - $71.03 $41,328 - $44,961
-633 Reduced 0.36%
177,065 $12.6 Million
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $60,128 - $69,170
936 Added 0.53%
177,698 $12.1 Million
Q4 2022

Feb 01, 2023
BUY
$61.05 - $69.94 $49,023 - $56,161
803 Added 0.46%
176,762 $11.6 Million
Q3 2022

Oct 20, 2022
BUY
$60.5 - $72.51 $265,474 - $318,173
4,388 Added 2.56%
175,959 $10.7 Million
Q2 2022

Aug 02, 2022
BUY
$60.91 - $76.4 $169,938 - $213,156
2,790 Added 1.65%
171,571 $10.8 Million
Q1 2022

May 04, 2022
SELL
$70.66 - $80.89 $24,165 - $27,664
-342 Reduced 0.2%
168,781 $12.8 Million
Q4 2021

Feb 11, 2022
SELL
$76.01 - $83.39 $654,142 - $717,654
-8,606 Reduced 4.84%
169,123 $13.6 Million
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $325,100 - $352,537
4,355 Added 2.51%
177,729 $13.6 Million
Q2 2021

Jul 29, 2021
BUY
$74.64 - $79.12 $447,541 - $474,403
5,996 Added 3.58%
173,374 $13.6 Million
Q1 2021

May 17, 2021
BUY
$67.07 - $76.85 $891,427 - $1.02 Million
13,291 Added 8.63%
167,378 $12.5 Million
Q4 2020

Feb 10, 2021
BUY
$55.93 - $68.45 $1.65 Million - $2.02 Million
29,510 Added 23.69%
154,087 $10.5 Million
Q3 2020

Nov 16, 2020
BUY
$51.99 - $58.83 $660,792 - $747,729
12,710 Added 11.36%
124,577 $6.91 Million
Q2 2020

Jul 21, 2020
BUY
$39.01 - $57.03 $1.32 Million - $1.93 Million
33,765 Added 43.23%
111,867 $5.89 Million
Q1 2020

May 14, 2020
BUY
$35.83 - $62.24 $431,536 - $749,618
12,044 Added 18.23%
78,102 $3.29 Million
Q4 2019

Jan 31, 2020
BUY
$54.56 - $60.24 $189,432 - $209,153
3,472 Added 5.55%
66,058 $3.97 Million
Q3 2019

Nov 06, 2019
BUY
$56.23 - $57.59 $65,339 - $66,919
1,162 Added 1.89%
62,586 $3.54 Million
Q2 2019

Jul 25, 2019
BUY
N/A
1,601 Added 2.68%
61,424 $3.51 Million
Q1 2019

May 13, 2019
BUY
N/A
1,574 Added 2.7%
59,823 $3.31 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-903 Reduced 1.53%
58,249 $2.79 Million
Q3 2018

Nov 05, 2018
BUY
N/A
1,628 Added 2.83%
59,152 $3.42 Million
Q2 2018

Jul 26, 2018
BUY
N/A
2,045 Added 3.69%
57,524 $3.16 Million
Q1 2018

May 02, 2018
BUY
N/A
2,840 Added 5.4%
55,479 $2.93 Million
Q4 2017

Jan 29, 2018
BUY
N/A
2,645 Added 5.29%
52,639 $2.8 Million
Q3 2017

Oct 19, 2017
BUY
N/A
49,994
49,994 $2.51 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
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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