Addison Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Addison Advisors LLC

  • $376 Million
  • Q3 2025

A detailed history of Addison Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Addison Advisors LLC holds 3,137 shares of SCHM stock, worth $91,474. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,137
Previous 2,682 16.96%
Holding current value
$91,474
Previous $75,000 22.67%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2025
BUY
$28.15 - $30.13 $12,808 - $13,709
455 Added 16.96%
3,137 $92,000
Q4 2024

Feb 04, 2025
BUY
$27.54 - $83.04 $49,241 - $148,475
1,788 Added 200.0%
2,682 $74,000
Q1 2022

Apr 29, 2022
BUY
$70.66 - $80.89 $63,170 - $72,315
894 New
894 $68,000

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
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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