Powers Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Powers Advisory Group, LLC

$208 Million
Q1 2025

A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Powers Advisory Group, LLC holds 164,713 shares of SCHM stock, worth $4.31 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

164,713

Previous 159,612 3.2%

Holding current value

$4.31 Million

Previous $4.42 Million 2.53%

% of portfolio

2.07%

Previous 2.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$25.58 - $29.24 $130,483 - $149,153	5,101 Added 3.2%	164,713 $4.31 Million
Q4 2024 Jan 23, 2025	BUY	$27.54 - $83.04 $2.95 Million - $8.9 Million	107,148 Added 204.23%	159,612 $4.42 Million
Q3 2024 Oct 18, 2024	BUY	$75.47 - $83.18 $66,338 - $73,115	879 Added 1.7%	52,464 $4.36 Million
Q2 2024 Jul 24, 2024	BUY	$75.69 - $81.19 $255,302 - $273,853	3,373 Added 7.0%	51,585 $4.01 Million
Q1 2024 Apr 19, 2024	BUY	$72.89 - $81.43 $81,855 - $91,445	1,123 Added 2.38%	48,212 $3.93 Million
Q4 2023 Jan 17, 2024	BUY	$63.01 - $75.95 $51,983 - $62,658	825 Added 1.78%	47,089 $3.55 Million
Q3 2023 Oct 18, 2023	BUY	$66.75 - $73.98 $139,173 - $154,248	2,085 Added 4.72%	46,264 $3.13 Million
Q2 2023 Jul 20, 2023	BUY	$65.29 - $71.03 $81,024 - $88,148	1,241 Added 2.89%	44,179 $3.14 Million
Q1 2023 Apr 13, 2023	BUY	$64.24 - $73.9 $105,225 - $121,048	1,638 Added 3.97%	42,938 $2.91 Million
Q4 2022 Jan 20, 2023	SELL	$61.05 - $69.94 $4,151 - $4,755	-68 Reduced 0.16%	41,300 $0
Q3 2022 Oct 14, 2022	BUY	$60.5 - $72.51 $123,601 - $148,137	2,043 Added 5.2%	41,368 $2.5 Million
Q2 2022 Jul 19, 2022	BUY	$60.91 - $76.4 $18,273 - $22,920	300 Added 0.77%	39,325 $2.47 Million
Q1 2022 May 11, 2022	BUY	$70.66 - $80.89 $250,631 - $286,916	3,547 Added 10.0%	39,025 $2.96 Million
Q4 2021 May 06, 2022	BUY	$76.01 - $83.39 $2.7 Million - $2.96 Million	35,478 New	35,478 $2.85 Million

Others Institutions Holding SCHM

# of Institutions

1,008

Shares Held

273M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Powers Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History