Savant Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History

Savant Capital, LLC

  • $17.8 Billion
  • Q3 2025

A detailed history of Savant Capital, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Savant Capital, LLC holds 489,341 shares of SCHM stock, worth $14.3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
489,341
Previous 486,504 0.58%
Holding current value
$14.3 Million
Previous $13.6 Million 6.29%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 04, 2025
BUY
$28.15 - $30.13 $79,861 - $85,478
2,837 Added 0.58%
489,341 $14.5 Million
Q2 2025

Aug 06, 2025
SELL
$22.92 - $28.05 $278,157 - $340,414
-12,136 Reduced 2.43%
486,504 $13.6 Million
Q1 2025

May 08, 2025
SELL
$25.58 - $29.24 $240,324 - $274,709
-9,395 Reduced 1.85%
498,640 $13.1 Million
Q4 2024

Jan 28, 2025
BUY
$27.54 - $83.04 $9.18 Million - $27.7 Million
333,161 Added 190.51%
508,035 $14.1 Million
Q3 2024

Nov 04, 2024
SELL
$75.47 - $83.18 $131,997 - $145,481
-1,749 Reduced 0.99%
174,874 $14.5 Million
Q2 2024

Aug 05, 2024
SELL
$75.69 - $81.19 $380,645 - $408,304
-5,029 Reduced 2.77%
176,623 $13.7 Million
Q1 2024

May 03, 2024
SELL
$72.89 - $81.43 $227,198 - $253,817
-3,117 Reduced 1.69%
181,652 $14.8 Million
Q4 2023

Feb 05, 2024
SELL
$63.01 - $75.95 $789,956 - $952,185
-12,537 Reduced 6.35%
184,769 $13.9 Million
Q3 2023

Nov 06, 2023
BUY
$66.75 - $73.98 $5.63 Million - $6.23 Million
84,277 Added 74.56%
197,306 $13.4 Million
Q2 2023

Aug 04, 2023
BUY
$65.29 - $71.03 $190,581 - $207,336
2,919 Added 2.65%
113,029 $8.03 Million
Q1 2023

May 02, 2023
SELL
$64.24 - $73.9 $1.86 Million - $2.14 Million
-28,912 Reduced 20.8%
110,110 $7.47 Million
Q4 2022

Feb 06, 2023
SELL
$61.05 - $69.94 $6.6 Million - $7.56 Million
-108,060 Reduced 43.73%
139,022 $9.12 Million
Q3 2022

Oct 28, 2022
SELL
$60.5 - $72.51 $2.45 Million - $2.94 Million
-40,559 Reduced 14.1%
247,082 $15 Million
Q2 2022

Jul 22, 2022
SELL
$60.91 - $76.4 $43,733 - $54,855
-718 Reduced 0.25%
287,641 $18 Million
Q1 2022

May 05, 2022
BUY
$70.66 - $80.89 $50,592 - $57,917
716 Added 0.25%
288,359 $21.9 Million
Q4 2021

Feb 08, 2022
BUY
$76.01 - $83.39 $21.3 Million - $23.4 Million
280,877 Added 4151.3%
287,643 $23.1 Million
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $505,081 - $547,707
6,766 New
6,766 $519,000

Others Institutions Holding SCHM

# of Institutions
1,066
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
Track This Portfolio

Track Savant Capital, LLC Portfolio

Follow Savant Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savant Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Savant Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email