Williams Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Williams Financial, LLC

  • $96.9 Million
  • Q3 2025

A detailed history of Williams Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Williams Financial, LLC holds 16,328 shares of SCHM stock, worth $476,124. This represents 0.5% of its overall portfolio holdings.

Number of Shares
16,328
Holding current value
$476,124
% of portfolio
0.5%

Shares

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

Oct 24, 2025
BUY
$28.15 - $30.13 $459,633 - $491,962
16,328 New
16,328 $483,000
Q4 2024

Jan 23, 2025
BUY
$27.54 - $83.04 $290,161 - $874,909
10,536 Added 201.11%
15,775 $437,000
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $2,565 - $2,828
34 Added 0.65%
5,239 $435,000
Q2 2024

Aug 08, 2024
SELL
$75.69 - $81.19 $23.9 Million - $25.6 Million
-315,164 Reduced 98.38%
5,205 $405,000
Q2 2024

Jul 19, 2024
BUY
$75.69 - $81.19 $23.9 Million - $25.6 Million
315,352 Added 6285.67%
320,369 $24.9 Million
Q1 2024

Apr 10, 2024
BUY
$72.89 - $81.43 $1,093 - $1,221
15 Added 0.3%
5,017 $408,000
Q4 2023

Jan 18, 2024
SELL
$63.01 - $75.95 $693 - $835
-11 Reduced 0.22%
5,002 $376,000
Q3 2023

Oct 27, 2023
BUY
$66.75 - $73.98 $3,404 - $3,772
51 Added 1.03%
5,013 $339,000
Q2 2023

Jul 13, 2023
BUY
$65.29 - $71.03 $11,295 - $12,288
173 Added 3.61%
4,962 $352,000
Q1 2023

Apr 11, 2023
BUY
$64.24 - $73.9 $1,027 - $1,182
16 Added 0.34%
4,789 $324,000
Q4 2022

Jan 17, 2023
BUY
$61.05 - $69.94 $4,639 - $5,315
76 Added 1.62%
4,773 $0
Q3 2022

Oct 13, 2022
BUY
$60.5 - $72.51 $1,149 - $1,377
19 Added 0.41%
4,697 $284,000
Q2 2022

Aug 26, 2022
BUY
$60.91 - $76.4 $1,157 - $1,451
19 Added 0.41%
4,678 $293,000
Q1 2022

Apr 19, 2022
BUY
$70.66 - $80.89 $10,033 - $11,486
142 Added 3.14%
4,659 $353,000
Q4 2021

Feb 02, 2022
BUY
$76.01 - $83.39 $4,560 - $5,003
60 Added 1.35%
4,517 $363,000
Q3 2021

Nov 09, 2021
BUY
$74.65 - $80.95 $1,045 - $1,133
14 Added 0.32%
4,457 $341,000
Q2 2021

Jul 14, 2021
BUY
$74.64 - $79.12 $821 - $870
11 Added 0.25%
4,443 $348,000
Q1 2021

Apr 29, 2021
BUY
$67.07 - $76.85 $297,254 - $340,599
4,432 New
4,432 $330,000

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
Track This Portfolio

Track Williams Financial, LLC Portfolio

Follow Williams Financial, 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 Williams Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email