Strategic Equity Management Schwab Strategic U.S. Mid Cap Transaction History

Strategic Equity Management

$240 Million
Q3 2025

A detailed history of Strategic Equity Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Equity Management holds 27,527 shares of SCHM stock, worth $802,687. This represents 0.34% of its overall portfolio holdings.

Number of Shares

27,527

Previous 28,543 3.56%

Holding current value

$802,687

Previous $800,000 1.88%

% of portfolio

0.34%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$28.15 - $30.13 $28,600 - $30,612	-1,016 Reduced 3.56%	27,527 $815,000
Q2 2025 Aug 11, 2025	SELL	$22.92 - $28.05 $422,988 - $517,662	-18,455 Reduced 39.27%	28,543 $800,000
Q1 2025 Apr 15, 2025	BUY	$25.58 - $29.24 $5,039 - $5,760	197 Added 0.42%	46,998 $1.23 Million
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $797,200 - $2.4 Million	28,947 Added 162.13%	46,801 $1.3 Million
Q3 2024 Nov 05, 2024	BUY	$75.47 - $83.18 $836,962 - $922,466	11,090 Added 163.96%	17,854 $1.48 Million

Q2 2024 Jul 31, 2024	BUY	$75.69 - $81.19 $325,769 - $349,441	4,304 Added 174.96%	6,764 $526,000
Q1 2024 Apr 16, 2024	BUY	$72.89 - $81.43 $179,309 - $200,317	2,460 New	2,460 $200,000

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

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Strategic Equity Management Schwab Strategic U.S. Mid Cap Transaction History