Quadcap Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Quadcap Wealth Management, LLC

$848 Billion
Q3 2025

A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 57,114 shares of SCHM stock, worth $1.67 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

57,114

Previous 57,349 0.41%

Holding current value

$1.67 Million

Previous $1.61 Billion 5.24%

% of portfolio

0.2%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$28.15 - $30.13 $6,615 - $7,080	-235 Reduced 0.41%	57,114 $1.69 Billion
Q2 2025 Aug 12, 2025	SELL	$22.92 - $28.05 $1,558 - $1,907	-68 Reduced 0.12%	57,349 $1.61 Billion
Q1 2025 May 14, 2025	SELL	$25.58 - $29.24 $414,882 - $474,243	-16,219 Reduced 22.03%	57,417 $1.5 Billion
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $1.41 Million - $4.26 Million	51,349 Added 230.4%	73,636 $2.04 Billion
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $188,524 - $207,783	-2,498 Reduced 10.08%	22,287 $1.85 Billion

Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $1.88 Million - $2.01 Million	24,785 New	24,785 $1.93 Billion

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Quadcap Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History