Savvy Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Savvy Advisors, Inc.

$2.09 Billion
Q3 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Savvy Advisors, Inc. holds 38,260 shares of SCHM stock, worth $1.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

38,260

Previous 40,182 4.78%

Holding current value

$1.12 Million

Previous $1.13 Million 0.62%

% of portfolio

0.05%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$28.15 - $30.13 $54,104 - $57,909	-1,922 Reduced 4.78%	38,260 $1.13 Million
Q2 2025 Aug 04, 2025	BUY	$22.92 - $28.05 $76,988 - $94,219	3,359 Added 9.12%	40,182 $1.13 Million
Q1 2025 May 12, 2025	BUY	$25.58 - $29.24 $29,954 - $34,240	1,171 Added 3.28%	36,823 $964,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $753,274 - $2.27 Million	27,352 Added 329.54%	35,652 $987,000
Q3 2024 Nov 05, 2024	BUY	$75.47 - $83.18 $39,093 - $43,087	518 Added 6.66%	8,300 $690 Million

Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $2,270 - $2,435	-30 Reduced 0.38%	7,782 $606 Million
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $170,343 - $190,301	-2,337 Reduced 23.03%	7,812 $636 Million
Q4 2023 Feb 08, 2024	BUY	$63.01 - $75.95 $639,488 - $770,816	10,149 New	10,149 $764 Million

Others Institutions Holding SCHM

# of Institutions

1,068

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History