Founders Financial Alliance, LLC Schwab Strategic U.S. Mid Cap Transaction History

Founders Financial Alliance, LLC

$481 Million
Q3 2025

A detailed history of Founders Financial Alliance, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 3,009 shares of SCHM stock, worth $87,742. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,009

Holding current value

$87,742

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$28.15 - $30.13 $84,703 - $90,661	3,009 New	3,009 $89,000
Q1 2025 May 12, 2025	BUY	$25.58 - $29.24 $204 - $233	8 Added 0.27%	2,948 $77,000
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $53,978 - $162,758	1,960 Added 200.0%	2,940 $81,000
Q2 2024 Aug 23, 2024	BUY	$75.69 - $81.19 $74,176 - $79,566	980 New	980 $76,000
Q2 2022 Aug 15, 2022	SELL	$60.91 - $76.4 $6,821 - $8,556	-112 Closed	0 $0

Q2 2021 Aug 02, 2021	SELL	$74.64 - $79.12 $23,810 - $25,239	-319 Reduced 74.01%	112 $9,000
Q1 2021 May 14, 2021	BUY	$67.07 - $76.85 $28,907 - $33,122	431 New	431 $33,000
Q4 2020 Feb 04, 2021	SELL	$55.93 - $68.45 $6,264 - $7,666	-112 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$51.99 - $58.83 $5,822 - $6,588	112 New	112 $7,000

Others Institutions Holding SCHM

# of Institutions

1,060

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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Founders Financial Alliance, LLC Schwab Strategic U.S. Mid Cap Transaction History