Spire Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025

A detailed history of Spire Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Spire Wealth Management holds 16,091 shares of SCHM stock, worth $469,213. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,091
Previous 16,052 0.24%
Holding current value
$469,213
Previous $450,000 5.78%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2025
BUY
$28.15 - $30.13 $1,097 - $1,175
39 Added 0.24%
16,091 $476,000
Q2 2025

Aug 04, 2025
SELL
$22.92 - $28.05 $39,124 - $47,881
-1,707 Reduced 9.61%
16,052 $450,000
Q1 2025

Apr 23, 2025
SELL
$25.58 - $29.24 $20,617 - $23,567
-806 Reduced 4.34%
17,759 $465,000
Q4 2024

Jan 24, 2025
BUY
$27.54 - $83.04 $340,091 - $1.03 Million
12,349 Added 198.66%
18,565 $514,000
Q3 2024

Oct 15, 2024
SELL
$75.47 - $83.18 $9,509 - $10,480
-126 Reduced 1.99%
6,216 $516,000
Q2 2024

Jul 31, 2024
SELL
$75.69 - $81.19 $941,583 - $1.01 Million
-12,440 Reduced 66.23%
6,342 $493,000
Q1 2024

Apr 24, 2024
SELL
$72.89 - $81.43 $22,158 - $24,754
-304 Reduced 1.59%
18,782 $1.53 Million
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $14,492 - $17,468
230 Added 1.22%
19,086 $1.44 Million
Q3 2023

Nov 08, 2023
SELL
$66.75 - $73.98 $23,562 - $26,114
-353 Reduced 1.84%
18,856 $1.28 Million
Q2 2023

Aug 09, 2023
BUY
$65.29 - $71.03 $3,656 - $3,977
56 Added 0.29%
19,209 $1.36 Million
Q1 2023

May 09, 2023
BUY
$64.24 - $73.9 $885,612 - $1.02 Million
13,786 Added 256.87%
19,153 $1.3 Million
Q4 2022

Feb 03, 2023
BUY
$61.05 - $69.94 $1,037 - $1,188
17 Added 0.32%
5,367 $352,000
Q3 2022

Nov 07, 2022
SELL
$60.5 - $72.51 $222,882 - $267,126
-3,684 Reduced 40.78%
5,350 $324,000
Q2 2022

Jul 22, 2022
SELL
$60.91 - $76.4 $908,472 - $1.14 Million
-14,915 Reduced 62.28%
9,034 $567,000
Q1 2022

Apr 18, 2022
BUY
$70.66 - $80.89 $46,423 - $53,144
657 Added 2.82%
23,949 $1.82 Million
Q4 2021

Jan 14, 2022
SELL
$76.01 - $83.39 $6,764 - $7,421
-89 Reduced 0.38%
23,292 $1.87 Million
Q3 2021

Oct 22, 2021
BUY
$74.65 - $80.95 $24,037 - $26,065
322 Added 1.4%
23,381 $1.79 Million
Q2 2021

Jul 26, 2021
SELL
$74.64 - $79.12 $159,281 - $168,842
-2,134 Reduced 8.47%
23,059 $1.81 Million
Q1 2021

May 21, 2021
BUY
$67.07 - $76.85 $1.69 Million - $1.94 Million
25,193 New
25,193 $1.85 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
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