Jbr CO Financial Management Inc Schwab Strategic U.S. Mid Cap Transaction History

Jbr CO Financial Management Inc

$236 Billion
Q3 2025

A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 23,695 shares of SCHM stock, worth $690,946. This represents 0.3% of its overall portfolio holdings.

Number of Shares

23,695

Previous 25,200 5.97%

Holding current value

$690,946

Previous $707 Million 0.64%

% of portfolio

0.3%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$28.15 - $30.13 $42,365 - $45,345	-1,505 Reduced 5.97%	23,695 $702 Million
Q2 2025 Aug 13, 2025	SELL	$22.92 - $28.05 $5,844 - $7,152	-255 Reduced 1.0%	25,200 $707 Million
Q1 2025 Apr 21, 2025	BUY	$25.58 - $29.24 $8,825 - $10,087	345 Added 1.37%	25,455 $667 Million
Q4 2024 Feb 03, 2025	BUY	$27.54 - $83.04 $461,019 - $1.39 Million	16,740 Added 200.0%	25,110 $696 Million
Q3 2024 Oct 10, 2024	SELL	$75.47 - $83.18 $28,678 - $31,608	-380 Reduced 4.34%	8,370 $695 Million
Q2 2024 Jul 15, 2024	SELL	$75.69 - $81.19 $1,892 - $2,029	-25 Reduced 0.28%	8,750 $681 Million
Q1 2024 May 09, 2024	SELL	$72.89 - $81.43 $38,413 - $42,913	-527 Reduced 5.67%	8,775 $715 Million
Q4 2023 Apr 18, 2024	BUY	$63.01 - $75.95 $586,119 - $706,486	9,302 New	9,302 $701 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Jbr CO Financial Management Inc Schwab Strategic U.S. Mid Cap Transaction History