Vestment Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

Vestment Financial LLC

  • $175 Billion
  • Q3 2025

A detailed history of Vestment Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vestment Financial LLC holds 19,389 shares of SCHM stock, worth $565,383. This represents 0.33% of its overall portfolio holdings.

Number of Shares
19,389
Previous 21,519 9.9%
Holding current value
$565,383
Previous $612 Million 5.16%
% of portfolio
0.33%
Previous 0.39%

Shares

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

Oct 16, 2025
SELL
$28.15 - $30.13 $59,959 - $64,176
-2,130 Reduced 9.9%
19,389 $580 Million
Q2 2025

Jul 15, 2025
SELL
$22.92 - $28.05 $15,471 - $18,933
-675 Reduced 3.04%
21,519 $612 Million
Q1 2025

Apr 15, 2025
SELL
$25.58 - $29.24 $51 - $58
-2 Reduced 0.01%
22,194 $586 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $611,277 - $1.84 Million
22,196 New
22,196 $617 Million

Others Institutions Holding SCHM

# of Institutions
1,061
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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