Arrowroot Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History

Arrowroot Family Office, LLC

$192 Billion
Q4 2024

A detailed history of Arrowroot Family Office, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arrowroot Family Office, LLC holds 98,415 shares of SCHM stock, worth $2.72 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

98,415

Previous 42,163 133.42%

Holding current value

$2.72 Million

Previous $3.5 Billion 22.16%

% of portfolio

1.42%

Previous 2.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $1.55 Million - $4.67 Million	56,252 Added 133.42%	98,415 $2.73 Billion
Q3 2024 Nov 14, 2024	SELL	$75.47 - $83.18 $204,523 - $225,417	-2,710 Reduced 6.04%	42,163 $3.5 Billion
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $198,383 - $212,798	-2,621 Reduced 5.52%	44,873 $3.49 Billion
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $20,700 - $23,126	-284 Reduced 0.59%	47,494 $3.87 Billion
Q4 2023 Apr 16, 2024	SELL	$63.01 - $75.95 $251,283 - $302,888	-3,988 Reduced 7.7%	47,778 $3.6 Billion
Q3 2023 Apr 16, 2024	SELL	$66.75 - $73.98 $14,284 - $15,831	-214 Reduced 0.41%	51,766 $3.5 Billion
Q2 2023 Apr 16, 2024	BUY	$65.29 - $71.03 $49,293 - $53,627	755 Added 1.47%	51,980 $3.69 Billion
Q1 2023 Apr 16, 2024	BUY	$64.24 - $73.9 $3.29 Million - $3.79 Million	51,225 New	51,225 $3.48 Billion

Others Institutions Holding SCHM

# of Institutions

1,002

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Arrowroot Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History