Adamsbrown Wealth Consultants LLC Schwab Strategic U.S. Mid Cap Transaction History

Adamsbrown Wealth Consultants LLC

  • $329 Million
  • Q2 2025

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 36,567 shares of SCHM stock, worth $1.04 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
36,567
Previous 36,769 0.55%
Holding current value
$1.04 Million
Previous $962,000 6.55%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Jul 08, 2025
SELL
$22.92 - $28.05 $4,629 - $5,666
-202 Reduced 0.55%
36,567 $1.03 Million
Q1 2025

Apr 11, 2025
BUY
$25.58 - $29.24 $5,013 - $5,731
196 Added 0.54%
36,769 $962,000
Q4 2024

Jan 24, 2025
BUY
$27.54 - $83.04 $670,048 - $2.02 Million
24,330 Added 198.73%
36,573 $1.01 Million
Q3 2024

Oct 11, 2024
SELL
$75.47 - $83.18 $223,164 - $245,963
-2,957 Reduced 19.45%
12,243 $1.02 Million
Q2 2024

Jul 12, 2024
SELL
$75.69 - $81.19 $45,868 - $49,201
-606 Reduced 3.83%
15,200 $1.18 Million
Q1 2024

Apr 30, 2024
SELL
$72.89 - $81.43 $50,294 - $56,186
-690 Reduced 4.18%
15,806 $1.29 Million
Q4 2023

Jan 29, 2024
SELL
$63.01 - $75.95 $128,603 - $155,013
-2,041 Reduced 11.01%
16,496 $1.24 Million
Q3 2023

Oct 24, 2023
SELL
$66.75 - $73.98 $238,030 - $263,812
-3,566 Reduced 16.13%
18,537 $1.25 Million
Q2 2023

Jul 12, 2023
SELL
$65.29 - $71.03 $295,045 - $320,984
-4,519 Reduced 16.97%
22,103 $1.57 Million
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $21,841 - $25,126
340 Added 1.29%
26,622 $1.81 Million
Q4 2022

Jan 27, 2023
SELL
$61.05 - $69.94 $525,518 - $602,043
-8,608 Reduced 24.67%
26,282 $0
Q3 2022

Oct 26, 2022
SELL
$60.5 - $72.51 $5.04 Million - $6.04 Million
-83,343 Reduced 70.49%
34,890 $2.11 Million
Q2 2022

Jul 27, 2022
SELL
$60.91 - $76.4 $216,778 - $271,907
-3,559 Reduced 2.92%
118,233 $7.42 Million
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $369,339 - $422,812
5,227 Added 4.48%
121,792 $9.24 Million
Q4 2021

Feb 17, 2022
BUY
$76.01 - $83.39 $8.86 Million - $9.72 Million
116,565 New
116,565 $9.38 Million

Others Institutions Holding SCHM

# of Institutions
1,027
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.3K
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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