Perissos Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Perissos Private Wealth Management, LLC

$126 Billion
Q2 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 16,854 shares of SCHM stock, worth $479,496. This represents 0.37% of its overall portfolio holdings.

Number of Shares

16,854

Previous 16,838 0.1%

Holding current value

$479,496

Previous $441 Million 7.16%

% of portfolio

0.37%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$22.92 - $28.05 $366 - $448	16 Added 0.1%	16,854 $473 Million
Q1 2025 Apr 25, 2025	BUY	$25.58 - $29.24 $332 - $380	13 Added 0.08%	16,838 $441 Million
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $309,053 - $931,874	11,222 Added 200.29%	16,825 $466 Million
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $528 - $582	-7 Reduced 0.12%	5,603 $466 Million
Q2 2024 Aug 09, 2024	SELL	$75.69 - $81.19 $140,253 - $150,445	-1,853 Reduced 24.83%	5,610 $437 Million
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $543,978 - $607,712	7,463 New	7,463 $608 Million

Others Institutions Holding SCHM

# of Institutions

1,023

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Account

Perissos Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History