Wp Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wp Advisors, LLC

  • $392 Million
  • Q3 2025

A detailed history of Wp Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wp Advisors, LLC holds 40,996 shares of SCHM stock, worth $1.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
40,996
Previous 40,822 0.43%
Holding current value
$1.2 Million
Previous $1.15 Million 6.11%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Oct 22, 2025
BUY
$28.15 - $30.13 $4,898 - $5,242
174 Added 0.43%
40,996 $1.22 Million
Q2 2025

Aug 08, 2025
BUY
$22.92 - $28.05 $3,369 - $4,123
147 Added 0.36%
40,822 $1.15 Million
Q1 2025

May 12, 2025
BUY
$25.58 - $29.24 $1.04 Million - $1.19 Million
40,675 New
40,675 $1.07 Million

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
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