Sol Capital Management CO Schwab Strategic U.S. Mid Cap Transaction History

Sol Capital Management CO

  • $1.12 Billion
  • Q3 2025

A detailed history of Sol Capital Management CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sol Capital Management CO holds 35,319 shares of SCHM stock, worth $1.03 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
35,319
Previous 35,816 1.39%
Holding current value
$1.03 Million
Previous $1.01 Million 4.18%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 28, 2025
SELL
$28.15 - $30.13 $13,990 - $14,974
-497 Reduced 1.39%
35,319 $1.05 Million
Q2 2025

Jul 22, 2025
BUY
$22.92 - $28.05 $179,738 - $219,968
7,842 Added 28.03%
35,816 $1.01 Million
Q1 2025

Apr 23, 2025
SELL
$25.58 - $29.24 $2,813 - $3,216
-110 Reduced 0.39%
27,974 $733,000
Q4 2024

Jan 23, 2025
BUY
$27.54 - $83.04 $516,733 - $1.56 Million
18,763 Added 201.3%
28,084 $778,000
Q3 2024

Oct 22, 2024
SELL
$75.47 - $83.18 $3,622 - $3,992
-48 Reduced 0.51%
9,321 $774,000
Q2 2024

Jul 23, 2024
SELL
$75.69 - $81.19 $63,958 - $68,605
-845 Reduced 8.27%
9,369 $729,000
Q1 2024

Apr 24, 2024
BUY
$72.89 - $81.43 $10,933 - $12,214
150 Added 1.49%
10,214 $832,000
Q4 2023

Jan 25, 2024
SELL
$63.01 - $75.95 $1,512 - $1,822
-24 Reduced 0.24%
10,064 $758,000
Q3 2023

Oct 19, 2023
BUY
$66.75 - $73.98 $66 - $73
1 Added 0.01%
10,088 $683,000
Q2 2023

Jul 26, 2023
SELL
$65.29 - $71.03 $44,397 - $48,300
-680 Reduced 6.32%
10,087 $717,000
Q1 2023

Apr 19, 2023
SELL
$64.24 - $73.9 $2,698 - $3,103
-42 Reduced 0.39%
10,767 $730,000
Q4 2022

Jan 24, 2023
BUY
$61.05 - $69.94 $15,262 - $17,485
250 Added 2.37%
10,809 $0
Q2 2022

Jul 21, 2022
SELL
$60.91 - $76.4 $4,872 - $6,112
-80 Reduced 0.75%
10,559 $662,000
Q1 2022

Apr 18, 2022
SELL
$70.66 - $80.89 $31,443 - $35,996
-445 Reduced 4.01%
10,639 $807,000
Q4 2021

Jan 19, 2022
BUY
$76.01 - $83.39 $5,396 - $5,920
71 Added 0.64%
11,084 $891,000
Q3 2021

Oct 26, 2021
SELL
$74.65 - $80.95 $3,881 - $4,209
-52 Reduced 0.47%
11,013 $844,000
Q2 2021

Jul 20, 2021
SELL
$74.64 - $79.12 $34,707 - $36,790
-465 Reduced 4.03%
11,065 $866,000
Q1 2021

Apr 22, 2021
SELL
$67.07 - $76.85 $13,078 - $14,985
-195 Reduced 1.66%
11,530 $858,000
Q4 2020

Jan 22, 2021
BUY
$55.93 - $68.45 $4,754 - $5,818
85 Added 0.73%
11,725 $799,000
Q3 2020

Oct 23, 2020
BUY
$51.99 - $58.83 $5,199 - $5,883
100 Added 0.87%
11,640 $646,000
Q2 2020

Jul 31, 2020
BUY
$39.01 - $57.03 $110,983 - $162,250
2,845 Added 32.72%
11,540 $607,000
Q1 2020

Apr 22, 2020
SELL
$35.83 - $62.24 $90,112 - $156,533
-2,515 Reduced 22.44%
8,695 $367,000
Q4 2019

Jan 27, 2020
BUY
$54.56 - $60.24 $5,456 - $6,024
100 Added 0.9%
11,210 $674,000
Q3 2019

Oct 21, 2019
BUY
$56.23 - $57.59 $85,469 - $87,536
1,520 Added 15.85%
11,110 $628,000
Q2 2019

Jul 17, 2019
SELL
N/A
-505 Reduced 5.0%
9,590 $547,000
Q1 2019

Apr 30, 2019
BUY
N/A
2,330 Added 30.01%
10,095 $559,000
Q4 2018

Jan 25, 2019
BUY
N/A
2,585 Added 49.9%
7,765 $372,000
Q3 2018

Oct 29, 2018
BUY
N/A
450 Added 9.51%
5,180 $300,000
Q2 2018

Jul 11, 2018
BUY
N/A
4,730 New
4,730 $260,000

Others Institutions Holding SCHM

# of Institutions
1,060
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
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