May Barnhard Investments LLC Schwab Strategic U.S. Mid Cap Transaction History

May Barnhard Investments LLC

  • $216 Billion
  • Q3 2025

A detailed history of May Barnhard Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, May Barnhard Investments LLC holds 121,566 shares of SCHM stock, worth $3.54 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
121,566
Previous 153,340 20.72%
Holding current value
$3.54 Million
Previous $4.3 Billion 16.23%
% of portfolio
1.67%
Previous 2.01%

Shares

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

Nov 06, 2025
SELL
$28.15 - $30.13 $894,438 - $957,350
-31,774 Reduced 20.72%
121,566 $3.6 Billion
Q2 2025

Jul 29, 2025
SELL
$22.92 - $28.05 $1.79 Million - $2.19 Million
-78,034 Reduced 33.73%
153,340 $4.3 Billion
Q1 2025

Apr 16, 2025
SELL
$25.58 - $29.24 $765,865 - $875,445
-29,940 Reduced 11.46%
231,374 $6.06 Billion
Q4 2024

Feb 10, 2025
BUY
$27.54 - $83.04 $7.2 Million - $21.7 Million
261,314 New
261,314 $7.24 Billion
Q3 2024

Apr 08, 2025
BUY
$75.47 - $83.18 $175,920 - $193,892
2,331 Added 2.82%
85,074 $7.07 Billion
Q2 2024

Apr 08, 2025
BUY
$75.69 - $81.19 $222,679 - $238,860
2,942 Added 3.69%
82,743 $6.44 Billion
Q1 2024

Apr 08, 2025
BUY
$72.89 - $81.43 $304,898 - $340,621
4,183 Added 5.53%
79,801 $6.5 Billion
Q4 2023

Apr 08, 2025
SELL
$63.01 - $75.95 $11.7 Million - $14.1 Million
-185,696 Reduced 71.06%
75,618 $5.7 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
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