Cambridge Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cambridge Financial Group, LLC

$311 Billion
Q3 2025

A detailed history of Cambridge Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cambridge Financial Group, LLC holds 102,827 shares of SCHM stock, worth $3.03 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

102,827

Previous 99,563 3.28%

Holding current value

$3.03 Million

Previous $2.79 Billion 9.13%

% of portfolio

0.98%

Previous 1.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$28.15 - $30.13 $91,881 - $98,344	3,264 Added 3.28%	102,827 $3.05 Billion
Q2 2025 Sep 09, 2025	BUY	$22.92 - $28.05 $749,713 - $917,515	32,710 Added 48.93%	99,563 $2.79 Billion
Q1 2025 Sep 09, 2025	SELL	$25.58 - $29.24 $35,351 - $40,409	-1,382 Reduced 2.03%	66,853 $1.75 Billion
Q4 2024 Sep 09, 2025	BUY	$27.54 - $83.04 $1.19 Million - $3.6 Million	43,308 Added 173.74%	68,235 $1.89 Billion
Q3 2024 Sep 09, 2025	BUY	$75.47 - $83.18 $14,565 - $16,053	193 Added 0.78%	24,927 $2.07 Billion
Q2 2024 Sep 09, 2025	BUY	$75.69 - $81.19 $18,922 - $20,297	250 Added 1.02%	24,734 $1.93 Billion
Q1 2024 Sep 09, 2025	BUY	$72.89 - $81.43 $504,253 - $563,332	6,918 Added 39.38%	24,484 $1.99 Billion
Q4 2023 Sep 09, 2025	BUY	$63.01 - $75.95 $1.11 Million - $1.33 Million	17,566 New	17,566 $1.32 Billion

Others Institutions Holding SCHM

# of Institutions

1,048

Shares Held

281M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Cambridge Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History