Strategic Financial Planning, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Strategic Financial Planning, Inc.

$166 Million
Q3 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 78,294 shares of SCHM stock, worth $2.28 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

78,294

Previous 79,624 1.67%

Holding current value

$2.28 Million

Previous $2.23 Million 3.9%

% of portfolio

1.4%

Previous 1.44%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$28.15 - $30.13 $37,439 - $40,072	-1,330 Reduced 1.67%	78,294 $2.32 Million
Q2 2025 Aug 13, 2025	SELL	$22.92 - $28.05 $4,698 - $5,750	-205 Reduced 0.26%	79,624 $2.23 Million
Q1 2025 May 14, 2025	BUY	$25.58 - $29.24 $3,734 - $4,269	146 Added 0.18%	79,829 $2.09 Million
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $1.46 Million - $4.41 Million	53,056 Added 199.26%	79,683 $2.21 Million
Q3 2024 Oct 25, 2024	BUY	$75.47 - $83.18 $12,754 - $14,057	169 Added 0.64%	26,627 $2.21 Million

Q2 2024 Aug 09, 2024	SELL	$75.69 - $81.19 $77,885 - $83,544	-1,029 Reduced 3.74%	26,458 $2.06 Million
Q1 2024 Apr 22, 2024	SELL	$72.89 - $81.43 $18,586 - $20,764	-255 Reduced 0.92%	27,487 $2.24 Million
Q4 2023 Feb 12, 2024	BUY	$63.01 - $75.95 $170,568 - $205,596	2,707 Added 10.81%	27,742 $2.09 Million
Q3 2023 Nov 09, 2023	BUY	$66.75 - $73.98 $20,492 - $22,711	307 Added 1.24%	25,035 $1.69 Million
Q2 2023 Aug 10, 2023	BUY	$65.29 - $71.03 $132,473 - $144,119	2,029 Added 8.94%	24,728 $1.76 Million
Q1 2023 May 10, 2023	BUY	$64.24 - $73.9 $52,869 - $60,819	823 Added 3.76%	22,699 $1.54 Million
Q4 2022 Feb 14, 2023	SELL	$61.05 - $69.94 $23,687 - $27,136	-388 Reduced 1.74%	21,876 $1.44 Million
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $77,742 - $93,175	-1,285 Reduced 5.46%	22,264 $1.35 Million
Q2 2022 Aug 03, 2022	SELL	$60.91 - $76.4 $42,393 - $53,174	-696 Reduced 2.87%	23,549 $1.48 Million
Q1 2022 May 05, 2022	SELL	$70.66 - $80.89 $317,051 - $362,953	-4,487 Reduced 15.62%	24,245 $1.84 Million
Q4 2021 Feb 07, 2022	SELL	$76.01 - $83.39 $161,597 - $177,287	-2,126 Reduced 6.89%	28,732 $2.31 Million
Q3 2021 Nov 09, 2021	BUY	$74.65 - $80.95 $35,533 - $38,532	476 Added 1.57%	30,858 $2.37 Million
Q2 2021 Aug 06, 2021	SELL	$74.64 - $79.12 $109,198 - $115,752	-1,463 Reduced 4.59%	30,382 $2.38 Million
Q1 2021 May 07, 2021	BUY	$67.07 - $76.85 $351,446 - $402,693	5,240 Added 19.7%	31,845 $2.37 Million
Q4 2020 Feb 11, 2021	BUY	$55.93 - $68.45 $2,796 - $3,422	50 Added 0.19%	26,605 $1.81 Million
Q3 2020 Nov 09, 2020	BUY	$51.99 - $58.83 $33,325 - $37,710	641 Added 2.47%	26,555 $1.47 Million
Q2 2020 Aug 07, 2020	SELL	$39.01 - $57.03 $143,049 - $209,129	-3,667 Reduced 12.4%	25,914 $1.36 Million
Q1 2020 Apr 21, 2020	SELL	$35.83 - $62.24 $72,376 - $125,724	-2,020 Reduced 6.39%	29,581 $1.25 Million
Q4 2019 Feb 13, 2020	BUY	$54.56 - $60.24 $1.72 Million - $1.9 Million	31,601 New	31,601 $1.9 Million

Others Institutions Holding SCHM

# of Institutions

1,072

Shares Held

283M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Strategic Financial Planning, Inc. Schwab Strategic U.S. Mid Cap Transaction History