Wilkins Miller Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wilkins Miller Wealth Management, LLC

  • $168 Billion
  • Q4 2025

A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 39,670 shares of SCHM stock, worth $1.16 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
39,670
Previous 34,325 15.57%
Holding current value
$1.16 Million
Previous $1.02 Billion 17.25%
% of portfolio
0.71%
Previous 0.63%

Shares

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

Jan 21, 2026
BUY
$28.9 - $30.17 $154,470 - $161,258
5,345 Added 15.57%
39,670 $1.19 Billion
Q3 2025

Nov 10, 2025
BUY
$28.15 - $30.13 $53,991 - $57,789
1,918 Added 5.92%
34,325 $1.02 Billion
Q2 2025

Aug 14, 2025
SELL
$22.92 - $28.05 $1,375 - $1,683
-60 Reduced 0.18%
32,407 $909 Million
Q1 2025

May 13, 2025
BUY
$25.58 - $29.24 $830,505 - $949,335
32,467 New
32,467 $851 Million

Others Institutions Holding SCHM

# of Institutions
1,067
Shares Held
283M
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
Track This Portfolio

Track Wilkins Miller Wealth Management, LLC Portfolio

Follow Wilkins Miller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilkins Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilkins Miller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email