Gallagher Fiduciary Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Gallagher Fiduciary Advisors, LLC

$2.7 Billion
Q3 2025

A detailed history of Gallagher Fiduciary Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 28,841 shares of SCHM stock, worth $841,003. This represents 0.03% of its overall portfolio holdings.

Number of Shares

28,841

Previous 26,635 8.28%

Holding current value

$841,003

Previous $747,000 14.32%

% of portfolio

0.03%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$28.15 - $30.13 $62,098 - $66,466	2,206 Added 8.28%	28,841 $854,000
Q2 2025 Aug 14, 2025	SELL	$22.92 - $28.05 $25,991 - $31,808	-1,134 Reduced 4.08%	26,635 $747,000
Q1 2025 May 15, 2025	BUY	$25.58 - $29.24 $17,036 - $19,473	666 Added 2.46%	27,769 $727,000
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $746,416 - $2.25 Million	27,103 New	27,103 $751,000

Others Institutions Holding SCHM

# of Institutions

1,067

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.

Account

Gallagher Fiduciary Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History