Retirement Planning Group Schwab Strategic U.S. Mid Cap Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

A detailed history of Retirement Planning Group transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Retirement Planning Group holds 27,118 shares of SCHM stock, worth $790,760. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,118

Previous 27,271 0.56%

Holding current value

$790,760

Previous $764,000 5.1%

% of portfolio

0.04%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$28.15 - $30.13 $4,306 - $4,609	-153 Reduced 0.56%	27,118 $803,000
Q2 2025 Jul 30, 2025	SELL	$22.92 - $28.05 $21,155 - $25,890	-923 Reduced 3.27%	27,271 $764,000
Q1 2025 Apr 10, 2025	SELL	$25.58 - $29.24 $434 - $497	-17 Reduced 0.06%	28,194 $737,000
Q4 2024 Feb 18, 2025	BUY	$27.54 - $83.04 $527,776 - $1.59 Million	19,164 Added 211.83%	28,211 $781,000
Q3 2024 Oct 10, 2024	SELL	$75.47 - $83.18 $50,640 - $55,813	-671 Reduced 6.9%	9,047 $751,000

Q2 2024 Jul 12, 2024	SELL	$75.69 - $81.19 $98,321 - $105,465	-1,299 Reduced 11.79%	9,718 $756,000
Q1 2024 Apr 12, 2024	BUY	$72.89 - $81.43 $102,847 - $114,897	1,411 Added 14.69%	11,017 $897,000
Q4 2023 Jan 12, 2024	SELL	$63.01 - $75.95 $45,493 - $54,835	-722 Reduced 6.99%	9,606 $723,000
Q3 2023 Oct 24, 2023	BUY	$66.75 - $73.98 $166,808 - $184,876	2,499 Added 31.92%	10,328 $698,000
Q2 2023 Jul 24, 2023	BUY	$65.29 - $71.03 $226,425 - $246,332	3,468 Added 79.52%	7,829 $556,000
Q1 2023 Apr 19, 2023	BUY	$64.24 - $73.9 $280,150 - $322,277	4,361 New	4,361 $295,000
Q2 2022 Jul 13, 2022	SELL	$60.91 - $76.4 $186,871 - $234,395	-3,068 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$70.66 - $80.89 $20,774 - $23,781	294 Added 10.6%	3,068 $233,000
Q4 2021 Jan 20, 2022	BUY	$76.01 - $83.39 $210,851 - $231,323	2,774 New	2,774 $223,000
Q1 2019 May 06, 2019	SELL	N/A	-10,311 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	N/A	10,311 New	10,311 $494,000

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
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Retirement Planning Group Schwab Strategic U.S. Mid Cap Transaction History