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

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 2,144 shares of SCHM stock, worth $62,519. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,144
Holding current value
$62,519
% of portfolio
0.01%

Shares

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

Oct 29, 2025
BUY
$28.15 - $30.13 $60,353 - $64,598
2,144 New
2,144 $63.5 Million
Q1 2023

May 09, 2023
BUY
$64.24 - $73.9 $192 - $221
3 Added 0.36%
834 $56.6 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $50,732 - $58,120
831 New
831 $54.5 Million

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
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