Five Pine Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Five Pine Wealth Management

  • $135 Billion
  • Q2 2025

A detailed history of Five Pine Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Five Pine Wealth Management holds 33,147 shares of SCHM stock, worth $960,600. This represents 0.69% of its overall portfolio holdings.

Number of Shares
33,147
Previous 33,421 0.82%
Holding current value
$960,600
Previous $876 Million 6.18%
% of portfolio
0.69%
Previous 0.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$22.92 - $28.05 $6,280 - $7,685
-274 Reduced 0.82%
33,147 $930 Million
Q1 2025

Apr 21, 2025
SELL
$25.58 - $29.24 $84,593 - $96,696
-3,307 Reduced 9.0%
33,421 $876 Million
Q4 2024

Jan 23, 2025
BUY
$27.54 - $83.04 $1.01 Million - $3.05 Million
36,728 New
36,728 $1.02 Billion

Others Institutions Holding SCHM

# of Institutions
1,022
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
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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