A detailed history of Visionary Horizons, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Visionary Horizons, LLC holds 16,399 shares of SCHM stock, worth $478,194. This represents 0.26% of its overall portfolio holdings.

Number of Shares
16,399
Previous 9,419 74.11%
Holding current value
$478,194
Previous $279 Million 76.63%
% of portfolio
0.26%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
$28.9 - $30.17 $201,722 - $210,586
6,980 Added 74.11%
16,399 $493 Million
Q3 2025

Oct 23, 2025

BUY
$28.15 - $30.13 $265,144 - $283,794
9,419 New
9,419 $279 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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