Mission Wealth Management, LP Schwab Strategic U.S. Mid Cap Transaction History

Mission Wealth Management, LP

$4.95 Billion
Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mission Wealth Management, LP holds 18,173 shares of SCHM stock, worth $529,924. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,173

Previous 18,687 2.75%

Holding current value

$529,924

Previous $524,000 2.67%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$28.15 - $30.13 $14,469 - $15,486	-514 Reduced 2.75%	18,173 $538,000
Q2 2025 Aug 05, 2025	BUY	$22.92 - $28.05 $939 - $1,150	41 Added 0.22%	18,687 $524,000
Q1 2025 Apr 17, 2025	BUY	$25.58 - $29.24 $234,287 - $267,809	9,159 Added 96.54%	18,646 $487,000
Q4 2024 Feb 06, 2025	BUY	$27.54 - $83.04 $174,576 - $526,390	6,339 Added 201.37%	9,487 $262,000
Q3 2024 Oct 31, 2024	BUY	$75.47 - $83.18 $377 - $415	5 Added 0.16%	3,148 $261,000

Q2 2024 Aug 02, 2024	SELL	$75.69 - $81.19 $336,442 - $360,889	-4,445 Reduced 58.58%	3,143 $244,000
Q1 2024 Apr 30, 2024	BUY	$72.89 - $81.43 $553,089 - $617,890	7,588 New	7,588 $617,000

Others Institutions Holding SCHM

# of Institutions

1,068

Shares Held

282M

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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Mission Wealth Management, LP Schwab Strategic U.S. Mid Cap Transaction History