Sharkey, Howes & Javer Schwab Strategic U.S. Mid Cap Transaction History

Sharkey, Howes & Javer

  • $691 Million
  • Q3 2025

A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sharkey, Howes & Javer holds 44,628 shares of SCHM stock, worth $1.3 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
44,628
Previous 47,082 5.21%
Holding current value
$1.3 Million
Previous $1.32 Million 0.15%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 10, 2025
SELL
$28.15 - $30.13 $69,080 - $73,939
-2,454 Reduced 5.21%
44,628 $1.32 Million
Q2 2025

Jul 10, 2025
SELL
$22.92 - $28.05 $81,274 - $99,465
-3,546 Reduced 7.0%
47,082 $1.32 Million
Q1 2025

Apr 30, 2025
SELL
$25.58 - $29.24 $4,681 - $5,350
-183 Reduced 0.36%
50,628 $1.33 Million
Q4 2024

Feb 05, 2025
BUY
$27.54 - $83.04 $932,889 - $2.81 Million
33,874 Added 200.0%
50,811 $1.41 Million
Q3 2024

Oct 21, 2024
SELL
$75.47 - $83.18 $131,393 - $144,816
-1,741 Reduced 9.32%
16,937 $1.41 Million
Q2 2024

Jul 17, 2024
SELL
$75.69 - $81.19 $108,236 - $116,101
-1,430 Reduced 7.11%
18,678 $1.45 Million
Q1 2024

Apr 18, 2024
SELL
$72.89 - $81.43 $43,369 - $48,450
-595 Reduced 2.87%
20,108 $1.64 Million
Q4 2023

Jan 19, 2024
SELL
$63.01 - $75.95 $8,821 - $10,633
-140 Reduced 0.67%
20,703 $1.56 Million
Q3 2023

Oct 31, 2023
SELL
$66.75 - $73.98 $136,904 - $151,732
-2,051 Reduced 8.96%
20,843 $1.41 Million
Q2 2023

Jul 14, 2023
SELL
$65.29 - $71.03 $105,182 - $114,429
-1,611 Reduced 6.57%
22,894 $1.63 Million
Q1 2023

Apr 18, 2023
SELL
$64.24 - $73.9 $68,993 - $79,368
-1,074 Reduced 4.2%
24,505 $1.66 Million
Q4 2022

Jan 30, 2023
SELL
$61.05 - $69.94 $97,618 - $111,834
-1,599 Reduced 5.88%
25,579 $1.68 Million
Q3 2022

Nov 02, 2022
BUY
$60.5 - $72.51 $3,751 - $4,495
62 Added 0.23%
27,178 $1.65 Million
Q2 2022

Jul 27, 2022
SELL
$60.91 - $76.4 $109,516 - $137,367
-1,798 Reduced 6.22%
27,116 $1.7 Million
Q1 2022

Apr 25, 2022
SELL
$70.66 - $80.89 $191,064 - $218,726
-2,704 Reduced 8.55%
28,914 $2.19 Million
Q4 2021

Feb 03, 2022
SELL
$76.01 - $83.39 $104,741 - $114,911
-1,378 Reduced 4.18%
31,618 $2.54 Million
Q3 2021

Oct 29, 2021
BUY
$74.65 - $80.95 $4,926 - $5,342
66 Added 0.2%
32,996 $2.53 Million
Q2 2021

Jul 28, 2021
SELL
$74.64 - $79.12 $442,465 - $469,023
-5,928 Reduced 15.26%
32,930 $2.58 Million
Q1 2021

Apr 21, 2021
SELL
$67.07 - $76.85 $45,607 - $52,257
-680 Reduced 1.72%
38,858 $2.89 Million
Q4 2020

Feb 04, 2021
SELL
$55.93 - $68.45 $104,477 - $127,864
-1,868 Reduced 4.51%
39,538 $2.7 Million
Q3 2020

Oct 21, 2020
SELL
$51.99 - $58.83 $161,169 - $182,373
-3,100 Reduced 6.97%
41,406 $2.3 Million
Q2 2020

Jul 22, 2020
SELL
$39.01 - $57.03 $420,800 - $615,182
-10,787 Reduced 19.51%
44,506 $2.34 Million
Q1 2020

Apr 24, 2020
SELL
$35.83 - $62.24 $3.37 Million - $5.85 Million
-94,039 Reduced 62.97%
55,293 $2.33 Million
Q4 2019

Jan 28, 2020
SELL
$54.56 - $60.24 $526,012 - $580,773
-9,641 Reduced 6.06%
149,332 $8.98 Million
Q3 2019

Nov 01, 2019
SELL
$56.23 - $57.59 $235,828 - $241,532
-4,194 Reduced 2.57%
158,973 $8.99 Million
Q2 2019

Jul 24, 2019
BUY
N/A
6,773 Added 4.33%
163,167 $9.32 Million
Q1 2019

Apr 18, 2019
SELL
N/A
-328,584 Reduced 67.75%
156,394 $8.66 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-143,973 Reduced 22.89%
484,978 $23.2 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-4,526 Reduced 0.71%
628,951 $36.4 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-12,239 Reduced 1.9%
633,477 $34.8 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-30,927 Reduced 4.57%
645,716 $34.1 Million
Q4 2017

Feb 15, 2018
BUY
N/A
672,904 Added 17996.9%
676,643 $36 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-850,304 Reduced 99.56%
3,739 $156,000
Q3 2017

Oct 11, 2017
BUY
N/A
854,043
854,043 $43.2 Million

Others Institutions Holding SCHM

# of Institutions
1,061
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 Sharkey, Howes & Javer Portfolio

Follow Sharkey, Howes & Javer 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 Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email