Fsa Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Fsa Advisors, Inc.

$126 Billion
Q3 2025

A detailed history of Fsa Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fsa Advisors, Inc. holds 9,271 shares of SCHM stock, worth $270,342. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,271

Holding current value

$270,342

% of portfolio

0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.15 - $30.13 $260,978 - $279,335	9,271 New	9,271 $275 Million
Q1 2025 May 08, 2025	BUY	$25.58 - $29.24 $235,489 - $269,183	9,206 New	9,206 $241 Million
Q3 2024 Oct 24, 2024	SELL	$75.47 - $83.18 $2,792 - $3,077	-37 Reduced 1.36%	2,680 $222 Million
Q2 2024 Aug 01, 2024	BUY	$75.69 - $81.19 $2,346 - $2,516	31 Added 1.15%	2,717 $212 Million
Q1 2024 May 23, 2024	SELL	$72.89 - $81.43 $20,263 - $22,637	-278 Reduced 9.38%	2,686 $219 Million

Q4 2023 May 22, 2024	BUY	$63.01 - $75.95 $186,761 - $225,115	2,964 New	2,964 $223 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

58.8M
Shares

$1.71 Billion
3.34% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$861 Million
0.68% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$314 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.5M
Shares

$305 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

10M
Shares

$292 Million
2.42% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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