West Paces Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History

West Paces Advisors Inc.

  • $502 Billion
  • Q3 2025

A detailed history of West Paces Advisors Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, West Paces Advisors Inc. holds 28,852 shares of SCHM stock, worth $841,324. This represents 0.17% of its overall portfolio holdings.

Number of Shares
28,852
Previous 29,147 1.01%
Holding current value
$841,324
Previous $818 Million 4.6%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 22, 2025
SELL
$28.15 - $30.13 $8,304 - $8,888
-295 Reduced 1.01%
28,852 $855 Million
Q2 2025

Jul 23, 2025
BUY
$22.92 - $28.05 $334,563 - $409,445
14,597 Added 100.32%
29,147 $818 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $265,761 - $801,336
9,650 Added 196.94%
14,550 $403 Million
Q4 2023

Jan 30, 2024
BUY
$63.01 - $75.95 $226,836 - $273,420
3,600 Added 276.92%
4,900 $369 Million
Q2 2023

Dec 18, 2023
SELL
$65.29 - $71.03 $398,921 - $433,993
-6,110 Reduced 82.46%
1,300 $92.3 Million
Q1 2023

Dec 18, 2023
BUY
$64.24 - $73.9 $385,439 - $443,400
6,000 Added 425.53%
7,410 $503 Million
Q4 2022

Dec 18, 2023
BUY
$61.05 - $69.94 $86,080 - $98,615
1,410 New
1,410 $92.5 Million
Q3 2022

Dec 18, 2023
SELL
$60.5 - $72.51 $296,026 - $354,791
-4,893 Reduced 31.4%
10,692 $647 Million
Q2 2022

Dec 18, 2023
BUY
$60.91 - $76.4 $865,835 - $1.09 Million
14,215 Added 1037.59%
15,585 $978 Million
Q1 2022

Dec 18, 2023
BUY
$70.66 - $80.89 $4,946 - $5,662
70 Added 5.38%
1,370 $104 Million
Q4 2021

Dec 19, 2023
BUY
$76.01 - $83.39 $2,812 - $3,085
37 Added 2.78%
1,370 $110 Million
Q2 2021

Dec 19, 2023
BUY
$74.64 - $79.12 $2,463 - $2,610
33 Added 2.54%
1,333 $104 Million
Q1 2020

Dec 20, 2023
BUY
$35.83 - $62.24 $3.23 Million - $5.62 Million
90,285 Added 6945.0%
91,585 $3.86 Billion
Q4 2019

Dec 21, 2023
SELL
$54.56 - $60.24 $545,600 - $602,400
-10,000 Reduced 95.24%
500 $30.1 Million
Q3 2019

Dec 21, 2023
BUY
$56.23 - $57.59 $562,300 - $575,900
10,000 Added 2000.0%
10,500 $594 Million
Q1 2019

Dec 21, 2023
SELL
N/A
-24,499 Reduced 98.0%
500 $27.7 Million
Q4 2018

Dec 21, 2023
BUY
N/A
23,699 Added 1823.0%
24,999 $1.2 Billion

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 West Paces Advisors Inc. Portfolio

Follow West Paces Advisors Inc. 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 West Paces Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Paces Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email