Snowden Capital Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Snowden Capital Advisors LLC

  • $3.5 Billion
  • Q3 2025

A detailed history of Snowden Capital Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Snowden Capital Advisors LLC holds 7,864 shares of SCHM stock, worth $229,314. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,864
Previous 8,157 3.59%
Holding current value
$229,314
Previous $228,000 2.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$28.15 - $30.13 $8,247 - $8,828
-293 Reduced 3.59%
7,864 $233,000
Q2 2025

Aug 14, 2025
BUY
$22.92 - $28.05 $756 - $925
33 Added 0.41%
8,157 $228,000
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $149,156 - $449,744
5,416 Added 200.0%
8,124 $225,000
Q3 2024

Nov 14, 2024
SELL
$75.47 - $83.18 $58,413 - $64,381
-774 Reduced 22.23%
2,708 $225,000
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $253,802 - $283,539
3,482 New
3,482 $283,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $2,807 - $3,054
43 Added 0.37%
11,735 $833,000
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $201,263 - $231,528
-3,133 Reduced 21.13%
11,692 $793,000
Q3 2022

Nov 09, 2022
SELL
$60.5 - $72.51 $1,754 - $2,102
-29 Reduced 0.2%
14,825 $897,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $866,432 - $991,873
12,262 Added 473.07%
14,854 $1.13 Million
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $197,017 - $216,146
2,592 New
2,592 $208,000
Q2 2021

Jan 08, 2024
BUY
$74.64 - $79.12 $196,079 - $207,848
2,627 New
2,627 $206 Million
Q4 2019

Jan 08, 2024
SELL
$54.56 - $60.24 $14.9 Million - $16.5 Million
-273,800 Closed
0 $0
Q3 2019

Jan 08, 2024
BUY
$56.23 - $57.59 $11.7 Million - $12 Million
208,800 Added 321.23%
273,800 $155 Million
Q2 2019

Jan 08, 2024
BUY
N/A
65,000 New
65,000 $68.2 Million
Q2 2018

Jan 08, 2024
SELL
N/A
-16,820 Closed
0 $0
Q1 2018

Jan 08, 2024
BUY
N/A
4,119 Added 32.43%
16,820 $889 Million
Q4 2017

Jan 08, 2024
SELL
N/A
-2,029 Reduced 13.77%
12,701 $677 Million
Q3 2017

Jan 08, 2024
BUY
N/A
14,730
14,730 $738 Million

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
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
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