Caldwell Trust CO Schwab Strategic U.S. Mid Cap Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Caldwell Trust CO holds 9,645 shares of SCHM stock, worth $284,238. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,645
Previous 9,645 -0.0%
Holding current value
$284,238
Previous $271 Million 5.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Sep 22, 2025
BUY
$22.92 - $28.05 $221,063 - $270,542
9,645 New
9,645 $271 Million
Q4 2024

Sep 24, 2025
BUY
$27.54 - $83.04 $177,082 - $533,947
6,430 Added 200.0%
9,645 $267 Million
Q1 2024

Sep 24, 2025
SELL
$72.89 - $81.43 $468,682 - $523,594
-6,430 Reduced 66.67%
3,215 $262 Million
Q1 2023

Oct 01, 2025
SELL
$64.24 - $73.9 $413,063 - $475,177
-6,430 Reduced 66.67%
3,215 $218 Million
Q3 2022

Oct 01, 2025
SELL
$60.5 - $72.51 $389,015 - $466,239
-6,430 Reduced 66.67%
3,215 $195 Million
Q2 2022

Oct 01, 2025
BUY
$60.91 - $76.4 $58,778 - $73,726
965 Added 42.89%
3,215 $202 Million
Q1 2022

Oct 01, 2025
SELL
$70.66 - $80.89 $522,530 - $598,181
-7,395 Reduced 76.67%
2,250 $171 Million
Q1 2021

Oct 02, 2025
SELL
$67.07 - $76.85 $495,982 - $568,305
-7,395 Reduced 76.67%
2,250 $167 Million
Q4 2020

Oct 02, 2025
SELL
$55.93 - $68.45 $413,602 - $506,187
-7,395 Reduced 76.67%
2,250 $153 Million
Q1 2020

Oct 02, 2025
SELL
$35.83 - $62.24 $264,962 - $460,264
-7,395 Reduced 76.67%
2,250 $94.9 Million
Q4 2019

Oct 06, 2025
SELL
$54.56 - $60.24 $403,471 - $445,474
-7,395 Reduced 76.67%
2,250 $135 Million

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
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
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More about SCHM
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