Parkshore Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Parkshore Wealth Management, Inc.

  • $245 Billion
  • Q3 2025

A detailed history of Parkshore Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 19,170 shares of SCHM stock, worth $558,997. This represents 0.23% of its overall portfolio holdings.

Number of Shares
19,170
Previous 19,161 0.05%
Holding current value
$558,997
Previous $537 Million 5.72%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Nov 13, 2025
BUY
$28.15 - $30.13 $253 - $271
9 Added 0.05%
19,170 $568 Million
Q2 2025

Jul 14, 2025
SELL
$22.92 - $28.05 $30,827 - $37,727
-1,345 Reduced 6.56%
19,161 $537 Million
Q1 2025

May 29, 2025
BUY
$25.58 - $29.24 $179 - $204
7 Added 0.03%
20,506 $537 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $564,542 - $1.7 Million
20,499 New
20,499 $568 Million

Others Institutions Holding SCHM

# of Institutions
1,058
Shares Held
282M
Call Options Held
9.4K
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
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