Cynosure Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cynosure Management, LLC

  • $854 Million
  • Q2 2025

A detailed history of Cynosure Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cynosure Management, LLC holds 29,497 shares of SCHM stock, worth $852,463. This represents 0.1% of its overall portfolio holdings.

Number of Shares
29,497
Previous 29,407 0.31%
Holding current value
$852,463
Previous $770,000 7.4%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$22.92 - $28.05 $2,062 - $2,524
90 Added 0.31%
29,497 $827,000
Q1 2025

May 12, 2025
BUY
$25.58 - $29.24 $1,892 - $2,163
74 Added 0.25%
29,407 $770,000
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $539,481 - $1.63 Million
19,589 Added 201.04%
29,333 $812,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $377,604 - $418,504
-5,657 Reduced 36.73%
9,744 $659,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $1.01 Million - $1.09 Million
15,401 New
15,401 $1.09 Million

Others Institutions Holding SCHM

# of Institutions
1,042
Shares Held
284M
Call Options Held
9.4K
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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