Fsm Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 9,282 shares of SCHM stock, worth $270,663. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,282
Previous 9,282 -0.0%
Holding current value
$270,663
Previous $260,000 5.77%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$25.58 - $29.24 $920 - $1,052
-36 Reduced 0.39%
9,282 $243,000
Q4 2024

Jan 24, 2025
BUY
$27.54 - $83.04 $171,078 - $515,844
6,212 Added 200.0%
9,318 $258,000
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $226,396 - $252,921
3,106 New
3,106 $252,000

Others Institutions Holding SCHM

# of Institutions
1,061
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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