United Advisor Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, United Advisor Group, LLC holds 105,976 shares of SCHM stock, worth $3.09 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
105,976
Previous 90,766 16.76%
Holding current value
$3.09 Million
Previous $2.55 Million 23.42%
% of portfolio
0.46%
Previous 0.47%

Shares

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

Nov 12, 2025
BUY
$28.15 - $30.13 $428,161 - $458,277
15,210 Added 16.76%
105,976 $3.14 Million
Q2 2025

Aug 11, 2025
BUY
$22.92 - $28.05 $777,606 - $951,652
33,927 Added 59.69%
90,766 $2.55 Million
Q1 2025

Apr 21, 2025
BUY
$25.58 - $29.24 $215,946 - $246,844
8,442 Added 17.44%
56,839 $1.49 Million
Q4 2024

Feb 24, 2025
BUY
$27.54 - $83.04 $1.33 Million - $4.02 Million
48,397 New
48,397 $1.34 Million

Others Institutions Holding SCHM

# of Institutions
1,059
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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