Grantvest Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Grantvest Financial Group LLC

  • $145 Billion
  • Q3 2025

A detailed history of Grantvest Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Grantvest Financial Group LLC holds 34,972 shares of SCHM stock, worth $1.02 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
34,972
Previous 35,756 2.19%
Holding current value
$1.02 Million
Previous $1 Billion 3.35%
% of portfolio
0.72%
Previous 0.74%

Shares

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

Nov 04, 2025
SELL
$28.15 - $30.13 $22,069 - $23,621
-784 Reduced 2.19%
34,972 $1.04 Billion
Q2 2025

Aug 13, 2025
SELL
$22.92 - $28.05 $22,232 - $27,208
-970 Reduced 2.64%
35,756 $1 Billion
Q1 2025

May 08, 2025
SELL
$25.58 - $29.24 $23,226 - $26,549
-908 Reduced 2.41%
36,726 $962 Million
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $1.04 Million - $3.13 Million
37,634 New
37,634 $1.04 Billion

Others Institutions Holding SCHM

# of Institutions
1,059
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
Track This Portfolio

Track Grantvest Financial Group LLC Portfolio

Follow Grantvest Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grantvest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grantvest Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email