Genesee Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Genesee Capital Advisors, LLC

  • $222 Million
  • Q3 2025

A detailed history of Genesee Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 8,357 shares of SCHM stock, worth $243,690. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,357
Previous 13,506 38.12%
Holding current value
$243,690
Previous $378,000 34.66%
% of portfolio
0.11%
Previous 0.17%

Shares

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

Nov 03, 2025
SELL
$28.15 - $30.13 $144,944 - $155,139
-5,149 Reduced 38.12%
8,357 $247,000
Q2 2025

Jul 25, 2025
BUY
$22.92 - $28.05 $1,123 - $1,374
49 Added 0.36%
13,506 $378,000
Q1 2025

Apr 22, 2025
BUY
$25.58 - $29.24 $1,023 - $1,169
40 Added 0.3%
13,457 $352,000
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $369,504 - $1.11 Million
13,417 New
13,417 $371,000
Q2 2019

Jul 19, 2019
SELL
N/A
-12,835 Closed
0 $0
Q1 2019

May 15, 2019
SELL
N/A
-183 Reduced 1.41%
12,835 $711,000
Q4 2018

Feb 14, 2019
BUY
N/A
13,018 New
13,018 $624,000

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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