Watershed Private Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History

Watershed Private Wealth LLC

$316 Billion
Q3 2025

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Watershed Private Wealth LLC holds 19,844 shares of SCHM stock, worth $578,651. This represents 0.19% of its overall portfolio holdings.

Number of Shares

19,844

Previous 26,203 24.27%

Holding current value

$578,651

Previous $735 Million 19.98%

% of portfolio

0.19%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$28.15 - $30.13 $179,005 - $191,596	-6,359 Reduced 24.27%	19,844 $588 Million
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $472,779 - $1.43 Million	17,167 Added 189.98%	26,203 $726 Million
Q2 2024 Jul 30, 2024	SELL	$75.69 - $81.19 $2,195 - $2,354	-29 Reduced 0.32%	9,036 $703 Million
Q1 2024 May 07, 2024	BUY	$72.89 - $81.43 $322,246 - $360,002	4,421 Added 95.2%	9,065 $738 Million
Q4 2023 Feb 07, 2024	SELL	$63.01 - $75.95 $271,762 - $327,572	-4,313 Reduced 48.15%	4,644 $350 Million

Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $546,824 - $626,452	8,957 New	8,957 $588 Million

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

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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Watershed Private Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History