Smart Portfolios, LLC Schwab Strategic U.S. Mid Cap Transaction History

Smart Portfolios, LLC

$94 Million
Q3 2025

A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Smart Portfolios, LLC holds 18,835 shares of SCHM stock, worth $549,228. This represents 0.59% of its overall portfolio holdings.

Number of Shares

18,835

Previous 18,925 0.48%

Holding current value

$549,228

Previous $530,000 5.28%

% of portfolio

0.59%

Previous 0.59%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$28.15 - $30.13 $2,533 - $2,711	-90 Reduced 0.48%	18,835 $558,000
Q2 2025 Jul 28, 2025	BUY	$22.92 - $28.05 $17,533 - $21,458	765 Added 4.21%	18,925 $530,000
Q1 2025 Apr 24, 2025	SELL	$25.58 - $29.24 $511 - $584	-20 Reduced 0.11%	18,160 $475,000
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $334,060 - $1.01 Million	12,130 Added 200.5%	18,180 $503,000
Q3 2024 Oct 30, 2024	SELL	$75.47 - $83.18 $2,264 - $2,495	-30 Reduced 0.49%	6,050 $502,000

Q2 2024 Jul 22, 2024	BUY	$75.69 - $81.19 $101,424 - $108,794	1,340 Added 28.27%	6,080 $473,000
Q1 2024 May 01, 2024	BUY	$72.89 - $81.43 $121,726 - $135,988	1,670 Added 54.4%	4,740 $385,000
Q4 2023 Feb 13, 2024	BUY	$63.01 - $75.95 $193,440 - $233,166	3,070 New	3,070 $231,000

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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Smart Portfolios, LLC Schwab Strategic U.S. Mid Cap Transaction History