Greenleaf Trust Schwab Strategic U.S. Mid Cap Transaction History

Greenleaf Trust

$10.9 Billion
Q3 2025

A detailed history of Greenleaf Trust transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Greenleaf Trust holds 22,593 shares of SCHM stock, worth $658,811. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,593

Previous 35,007 35.46%

Holding current value

$658,811

Previous $981,000 31.8%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$28.15 - $30.13 $349,454 - $374,033	-12,414 Reduced 35.46%	22,593 $669,000
Q2 2025 Jul 17, 2025	SELL	$22.92 - $28.05 $73,527 - $89,984	-3,208 Reduced 8.39%	35,007 $981,000
Q1 2025 Apr 30, 2025	BUY	$25.58 - $29.24 $51,339 - $58,684	2,007 Added 5.54%	38,215 $1 Million
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $694,944 - $2.1 Million	25,234 Added 229.94%	36,208 $1 Million
Q3 2024 Oct 22, 2024	BUY	$75.47 - $83.18 $20,678 - $22,791	274 Added 2.56%	10,974 $911,000

Q2 2024 Jul 22, 2024	BUY	$75.69 - $81.19 $30,427 - $32,638	402 Added 3.9%	10,700 $832,000
Q3 2021 Nov 12, 2021	BUY	$74.65 - $80.95 $459,844 - $498,652	6,160 Added 148.86%	10,298 $789,000
Q1 2021 Apr 30, 2021	BUY	$67.07 - $76.85 $277,535 - $318,005	4,138 New	4,138 $308,000

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

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

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