Lee Financial CO Schwab Strategic U.S. Mid Cap Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lee Financial CO holds 328,212 shares of SCHM stock, worth $9.57 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

328,212

Previous 330,387 0.66%

Holding current value

$9.57 Million

Previous $9.27 Million 4.97%

% of portfolio

1.24%

Previous 1.35%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$28.15 - $30.13 $61,226 - $65,532	-2,175 Reduced 0.66%	328,212 $9.73 Million
Q2 2025 Jul 24, 2025	BUY	$22.92 - $28.05 $153,976 - $188,439	6,718 Added 2.08%	330,387 $9.27 Million
Q1 2025 May 13, 2025	SELL	$25.58 - $29.24 $152,917 - $174,796	-5,978 Reduced 1.81%	323,669 $8.48 Million
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $6.02 Million - $18.2 Million	218,748 Added 197.25%	329,647 $9.13 Million
Q3 2024 Nov 14, 2024	SELL	$75.47 - $83.18 $47,017 - $51,821	-623 Reduced 0.56%	110,899 $9.21 Million

Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $99,532 - $106,764	-1,315 Reduced 1.17%	111,522 $8.68 Million
Q1 2024 May 15, 2024	SELL	$72.89 - $81.43 $34,112 - $38,109	-468 Reduced 0.41%	112,837 $9.19 Million
Q4 2023 Feb 08, 2024	BUY	$63.01 - $75.95 $403,327 - $486,155	6,401 Added 5.99%	113,305 $8.53 Million
Q3 2023 Nov 09, 2023	SELL	$66.75 - $73.98 $131,964 - $146,258	-1,977 Reduced 1.82%	106,904 $7.24 Million
Q2 2023 Aug 08, 2023	BUY	$65.29 - $71.03 $73,581 - $80,050	1,127 Added 1.05%	108,881 $7.73 Million
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $66,616 - $76,634	-1,037 Reduced 0.95%	107,754 $7.31 Million
Q4 2022 Feb 09, 2023	BUY	$61.05 - $69.94 $41,575 - $47,629	681 Added 0.63%	108,791 $7.14 Million
Q3 2022 Nov 01, 2022	SELL	$60.5 - $72.51 $268,620 - $321,944	-4,440 Reduced 3.94%	108,110 $6.54 Million
Q2 2022 Aug 10, 2022	SELL	$60.91 - $76.4 $179,197 - $224,768	-2,942 Reduced 2.55%	112,550 $7.06 Million
Q1 2022 May 11, 2022	SELL	$70.66 - $80.89 $101,326 - $115,996	-1,434 Reduced 1.23%	115,492 $8.76 Million
Q4 2021 Feb 08, 2022	SELL	$76.01 - $83.39 $157,340 - $172,617	-2,070 Reduced 1.74%	116,926 $9.4 Million
Q3 2021 Nov 12, 2021	SELL	$74.65 - $80.95 $17,542 - $19,023	-235 Reduced 0.2%	118,996 $0
Q2 2021 Aug 04, 2021	SELL	$74.64 - $79.12 $205,558 - $217,896	-2,754 Reduced 2.26%	119,231 $9.33 Million
Q1 2021 May 13, 2021	SELL	$67.07 - $76.85 $283,974 - $325,382	-4,234 Reduced 3.35%	121,985 $9.08 Million
Q4 2020 Feb 12, 2021	SELL	$55.93 - $68.45 $1.04 Million - $1.27 Million	-18,564 Reduced 12.82%	126,219 $8.61 Million
Q3 2020 Nov 03, 2020	SELL	$51.99 - $58.83 $1.68 Million - $1.9 Million	-32,372 Reduced 18.27%	144,783 $8.03 Million
Q2 2020 Aug 11, 2020	SELL	$39.01 - $57.03 $1.89 Million - $2.77 Million	-48,516 Reduced 21.5%	177,155 $9.32 Million
Q1 2020 May 07, 2020	BUY	$35.83 - $62.24 $91,617 - $159,147	2,557 Added 1.15%	225,671 $9.51 Million
Q4 2019 Feb 14, 2020	SELL	$54.56 - $60.24 $561,804 - $620,291	-10,297 Reduced 4.41%	223,114 $13.4 Million
Q3 2019 Nov 08, 2019	SELL	$56.23 - $57.59 $1.02 Million - $1.04 Million	-18,133 Reduced 7.21%	233,411 $13.2 Million
Q2 2019 Jul 30, 2019	BUY	N/A	13,518 Added 5.68%	251,544 $14.4 Million
Q1 2019 Apr 30, 2019	BUY	N/A	27,747 Added 13.2%	238,026 $13.2 Million
Q4 2018 Feb 11, 2019	BUY	N/A	53,185 Added 33.86%	210,279 $10.1 Million
Q3 2018 Nov 07, 2018	BUY	N/A	13,946 Added 9.74%	157,094 $9.09 Million
Q2 2018 Aug 14, 2018	BUY	N/A	11,131 Added 8.43%	143,148 $7.86 Million
Q1 2018 May 09, 2018	BUY	N/A	22,650 Added 20.71%	132,017 $6.98 Million
Q4 2017 Feb 09, 2018	BUY	N/A	1,662 Added 1.54%	109,367 $5.83 Million
Q3 2017 Nov 07, 2017	BUY	N/A	107,705	107,705 $5.4 Million

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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