Planwiser Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Planwiser Financial, LLC holds 84,941 shares of SCHM stock, worth $2.48 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
84,941
Previous 84,584 0.42%
Holding current value
$2.48 Million
Previous $2.46 Billion 1.94%
% of portfolio
1.99%
Previous 2.09%

Shares

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

Nov 12, 2025
BUY
$28.15 - $30.13 $10,049 - $10,756
357 Added 0.42%
84,941 $2.5 Billion
Q2 2025

Aug 13, 2025
SELL
$22.92 - $28.05 $60,462 - $73,995
-2,638 Reduced 3.02%
84,584 $2.46 Billion
Q1 2025

May 08, 2025
BUY
$25.58 - $29.24 $2.23 Million - $2.55 Million
87,222 New
87,222 $2.28 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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