Wisconsin Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Wisconsin Capital Management LLC

  • $193 Million
  • Q3 2025

A detailed history of Wisconsin Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wisconsin Capital Management LLC holds 37,500 shares of SCHM stock, worth $1.09 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
37,500
Previous 37,500 -0.0%
Holding current value
$1.09 Million
Previous $1.05 Million 5.71%
% of portfolio
0.58%
Previous 0.6%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $688,500 - $2.08 Million
25,000 Added 200.0%
37,500 $1.04 Million
Q3 2024

Oct 30, 2024
SELL
$75.47 - $83.18 $188,675 - $207,950
-2,500 Reduced 16.67%
12,500 $1.04 Million
Q1 2023

Apr 28, 2023
SELL
$64.24 - $73.9 $64,239 - $73,900
-1,000 Reduced 6.25%
15,000 $1.02 Million
Q4 2020

Feb 10, 2021
BUY
$55.93 - $68.45 $167,790 - $205,350
3,000 Added 23.08%
16,000 $1.09 Million
Q2 2020

Aug 10, 2020
SELL
$39.01 - $57.03 $227,779 - $332,998
-5,839 Reduced 30.99%
13,000 $684,000
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $218,240 - $240,960
4,000 Added 26.96%
18,839 $1.13 Million
Q3 2019

Nov 12, 2019
SELL
$56.23 - $57.59 $56,230 - $57,590
-1,000 Reduced 6.31%
14,839 $0
Q2 2019

Aug 12, 2019
BUY
N/A
3,339 Added 26.71%
15,839 $904,000
Q4 2018

Feb 12, 2019
BUY
N/A
12,500 New
12,500 $599,000

Others Institutions Holding SCHM

# of Institutions
1,059
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
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More about SCHM
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