Ruggaard & Associates LLC Schwab Strategic U.S. Mid Cap Transaction History

Ruggaard & Associates LLC

  • $267 Billion
  • Q3 2025

A detailed history of Ruggaard & Associates LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ruggaard & Associates LLC holds 20,511 shares of SCHM stock, worth $598,100. This represents 0.23% of its overall portfolio holdings.

Number of Shares
20,511
Previous 20,819 1.48%
Holding current value
$598,100
Previous $584 Million 4.11%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 14, 2025
SELL
$28.15 - $30.13 $8,670 - $9,280
-308 Reduced 1.48%
20,511 $608 Million
Q2 2025

Aug 14, 2025
SELL
$22.92 - $28.05 $14,370 - $17,587
-627 Reduced 2.92%
20,819 $584 Million
Q1 2025

May 15, 2025
SELL
$25.58 - $29.24 $8,953 - $10,234
-350 Reduced 1.61%
21,446 $562 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $392,775 - $1.18 Million
14,262 Added 189.3%
21,796 $604 Million
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $13,338 - $14,901
-183 Reduced 2.37%
7,534 $613 Million
Q4 2023

Feb 15, 2024
SELL
$63.01 - $75.95 $6,931 - $8,354
-110 Reduced 1.41%
7,717 $581 Million
Q3 2023

Nov 09, 2023
SELL
$66.75 - $73.98 $23,162 - $25,671
-347 Reduced 4.25%
7,827 $530 Million
Q2 2023

Aug 10, 2023
SELL
$65.29 - $71.03 $18,934 - $20,598
-290 Reduced 3.43%
8,174 $581 Million
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $543,727 - $625,489
8,464 New
8,464 $574 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
  • Ticker SCHM
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More about SCHM
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