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

Stratos Wealth Partners, Ltd.

$8.04 Billion
Q3 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 24,895 shares of SCHM stock, worth $725,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,895

Previous 17,962 38.6%

Holding current value

$725,938

Previous $503,000 46.52%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$28.15 - $30.13 $195,163 - $208,891	6,933 Added 38.6%	24,895 $737,000
Q2 2025 Jul 29, 2025	BUY	$22.92 - $28.05 $297 - $364	13 Added 0.07%	17,962 $503,000
Q1 2025 Apr 30, 2025	BUY	$25.58 - $29.24 $29,877 - $34,152	1,168 Added 6.96%	17,949 $470,000
Q4 2024 Jan 27, 2025	BUY	$27.54 - $83.04 $462,148 - $1.39 Million	16,781 New	16,781 $465,000
Q3 2019 Nov 12, 2019	BUY	$56.23 - $57.59 $9,053 - $9,271	161 New	161 $1.17 Million

Q4 2018 Feb 08, 2019	SELL	N/A	-1,887 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	1,887 New	1,887 $109,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,960 Closed	0 $0
Q1 2018 May 10, 2018	SELL	N/A	-499 Reduced 20.29%	1,960 $104,000
Q4 2017 Feb 09, 2018	BUY	N/A	2,459	2,459 $131,000

Others Institutions Holding SCHM

# of Institutions

1,068

Shares Held

282M

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