Strategic Wealth Partners, Ltd. Schwab Strategic U.S. Mid Cap Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 19,946 shares of SCHM stock, worth $581,625. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,946
Previous 138 14353.62%
Holding current value
$581,625
Previous $3,000 19600.0%
% of portfolio
0.05%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$28.15 - $30.13 $557,595 - $596,815
19,808 Added 14353.62%
19,946 $591,000
Q2 2025

Aug 11, 2025
BUY
$22.92 - $28.05 $3,162 - $3,870
138 New
138 $3,000

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
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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