Northwest Capital Management Inc Schwab Strategic U.S. Mid Cap Transaction History

Northwest Capital Management Inc

  • $89.7 Million
  • Q3 2025

A detailed history of Northwest Capital Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Northwest Capital Management Inc holds 49,277 shares of SCHM stock, worth $1.44 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
49,277
Previous 83,791 41.19%
Holding current value
$1.44 Million
Previous $2.35 Million 37.87%
% of portfolio
1.63%
Previous 1.34%

Shares

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

Oct 20, 2025
SELL
$28.15 - $30.13 $971,569 - $1.04 Million
-34,514 Reduced 41.19%
49,277 $1.46 Million
Q2 2025

Jul 25, 2025
SELL
$22.92 - $28.05 $2.36 Million - $2.89 Million
-103,131 Reduced 55.17%
83,791 $2.35 Million
Q1 2025

May 01, 2025
SELL
$25.58 - $29.24 $240,119 - $274,475
-9,387 Reduced 4.78%
186,922 $4.9 Million
Q4 2024

Feb 04, 2025
BUY
$27.54 - $83.04 $3.51 Million - $10.6 Million
127,332 Added 184.6%
196,309 $5.44 Million
Q3 2024

Oct 08, 2024
SELL
$75.47 - $83.18 $47,395 - $52,237
-628 Reduced 0.9%
68,977 $5.73 Million
Q2 2024

Jul 09, 2024
SELL
$75.69 - $81.19 $558,970 - $599,588
-7,385 Reduced 9.59%
69,605 $5.42 Million
Q1 2024

Apr 09, 2024
SELL
$72.89 - $81.43 $15,525 - $17,344
-213 Reduced 0.28%
76,990 $6.27 Million
Q4 2023

Feb 01, 2024
BUY
$63.01 - $75.95 $343,908 - $414,535
5,458 Added 7.61%
77,203 $5.81 Million
Q3 2023

Oct 10, 2023
SELL
$66.75 - $73.98 $6,741 - $7,471
-101 Reduced 0.14%
71,745 $4.86 Million
Q2 2023

Aug 03, 2023
SELL
$65.29 - $71.03 $2,219 - $2,415
-34 Reduced 0.05%
71,846 $5.1 Million
Q1 2023

May 03, 2023
SELL
$64.24 - $73.9 $40,150 - $46,187
-625 Reduced 0.86%
71,880 $4.88 Million
Q4 2022

Feb 02, 2023
SELL
$61.05 - $69.94 $313,552 - $359,211
-5,136 Reduced 6.62%
72,505 $4.76 Million
Q3 2022

Nov 07, 2022
SELL
$60.5 - $72.51 $113,316 - $135,811
-1,873 Reduced 2.36%
77,641 $4.7 Million
Q2 2022

Aug 02, 2022
SELL
$60.91 - $76.4 $415,649 - $521,353
-6,824 Reduced 7.9%
79,514 $4.99 Million
Q1 2022

May 10, 2022
SELL
$70.66 - $80.89 $86,275 - $98,766
-1,221 Reduced 1.39%
86,338 $6.55 Million
Q4 2021

Feb 07, 2022
SELL
$76.01 - $83.39 $4.42 Million - $4.85 Million
-58,177 Reduced 39.92%
87,559 $6.53 Million
Q3 2021

Oct 25, 2021
SELL
$74.65 - $80.95 $51,433 - $55,774
-689 Reduced 0.47%
145,736 $11.8 Million
Q2 2021

Aug 02, 2021
SELL
$74.64 - $79.12 $244,968 - $259,671
-3,282 Reduced 2.19%
146,425 $11.5 Million
Q1 2021

May 10, 2021
SELL
$67.07 - $76.85 $411,407 - $471,397
-6,134 Reduced 3.94%
149,707 $11.1 Million
Q4 2020

Feb 09, 2021
BUY
$55.93 - $68.45 $107,441 - $131,492
1,921 Added 1.25%
155,841 $10.6 Million
Q3 2020

Nov 10, 2020
SELL
$51.99 - $58.83 $173,958 - $196,845
-3,346 Reduced 2.13%
153,920 $8.54 Million
Q2 2020

Jul 24, 2020
BUY
$39.01 - $57.03 $214,789 - $314,007
5,506 Added 3.63%
157,266 $8.28 Million
Q1 2020

May 11, 2020
BUY
$35.83 - $62.24 $275,676 - $478,874
7,694 Added 5.34%
151,760 $6.4 Million
Q4 2019

Jan 27, 2020
BUY
$54.56 - $60.24 $503,206 - $555,593
9,223 Added 6.84%
144,066 $8.67 Million
Q3 2019

Oct 23, 2019
SELL
$56.23 - $57.59 $62,415 - $63,924
-1,110 Reduced 0.82%
134,843 $7.62 Million
Q2 2019

Aug 01, 2019
SELL
N/A
-442 Reduced 0.32%
135,953 $7.76 Million
Q1 2019

May 07, 2019
SELL
N/A
-83,158 Reduced 37.88%
136,395 $7.56 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-26,925 Reduced 10.92%
219,553 $10.5 Million
Q3 2018

Oct 26, 2018
BUY
N/A
10,896 Added 4.63%
246,478 $14.3 Million
Q2 2018

Aug 01, 2018
BUY
N/A
2,792 Added 1.2%
235,582 $12.9 Million
Q1 2018

May 02, 2018
BUY
N/A
13,598 Added 6.2%
232,790 $12.3 Million
Q4 2017

Feb 06, 2018
BUY
N/A
219,192
219,192 $11.7 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
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