Signature Estate & Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Signature Estate & Investment Advisors LLC

$4.52 Billion
Q3 2025

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 60,068 shares of SCHM stock, worth $1.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

60,068

Previous 61,525 2.37%

Holding current value

$1.75 Million

Previous $1.73 Million 3.19%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$28.15 - $30.13 $41,014 - $43,899	-1,457 Reduced 2.37%	60,068 $1.78 Million
Q2 2025 Jul 29, 2025	BUY	$22.92 - $28.05 $29,612 - $36,240	1,292 Added 2.15%	61,525 $1.73 Million
Q1 2025 May 15, 2025	SELL	$25.58 - $29.24 $17,778 - $20,321	-695 Reduced 1.14%	60,233 $1.58 Million
Q4 2024 Feb 11, 2025	BUY	$27.54 - $83.04 $1.11 Million - $3.36 Million	40,451 Added 197.54%	60,928 $1.69 Million
Q3 2024 Nov 06, 2024	BUY	$75.47 - $83.18 $65,281 - $71,950	865 Added 4.41%	20,477 $1.7 Million

Q2 2024 Jul 25, 2024	BUY	$75.69 - $81.19 $1.48 Million - $1.59 Million	19,612 New	19,612 $1.53 Million

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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Signature Estate & Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History