Stonebridge Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Stonebridge Financial Group, LLC

  • $1.14 Trillion
  • Q3 2025

A detailed history of Stonebridge Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stonebridge Financial Group, LLC holds 38,117 shares of SCHM stock, worth $1.11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
38,117
Previous 38,117 -0.0%
Holding current value
$1.11 Million
Previous $1.07 Billion 5.67%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$22.92 - $28.05 $22,071 - $27,012
963 Added 2.59%
38,117 $1.07 Billion
Q1 2025

Apr 25, 2025
SELL
$25.58 - $29.24 $2,046 - $2,339
-80 Reduced 0.21%
37,154 $973 Million
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $1.03 Million - $3.09 Million
37,234 New
37,234 $1.03 Billion

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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