Alliance Wealth Management Group Schwab Strategic U.S. Mid Cap Transaction History

Alliance Wealth Management Group

  • $448 Million
  • Q3 2025

A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Alliance Wealth Management Group holds 386,252 shares of SCHM stock, worth $11.3 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares
386,252
Previous 388,625 0.61%
Holding current value
$11.3 Million
Previous $10.9 Million 5.03%
% of portfolio
2.56%
Previous 2.78%

Shares

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

Oct 28, 2025
SELL
$28.15 - $30.13 $66,799 - $71,498
-2,373 Reduced 0.61%
386,252 $11.4 Million
Q2 2025

Aug 07, 2025
BUY
$22.92 - $28.05 $558,468 - $683,466
24,366 Added 6.69%
388,625 $10.9 Million
Q1 2025

May 08, 2025
SELL
$25.58 - $29.24 $291,918 - $333,686
-11,412 Reduced 3.04%
364,259 $9.54 Million
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $6.87 Million - $20.7 Million
249,457 Added 197.65%
375,671 $10.4 Million
Q3 2024

Nov 13, 2024
SELL
$75.47 - $83.18 $429,726 - $473,626
-5,694 Reduced 4.32%
126,214 $10.5 Million
Q2 2024

Jul 12, 2024
SELL
$75.69 - $81.19 $352,109 - $377,695
-4,652 Reduced 3.41%
131,908 $10.3 Million
Q1 2024

May 01, 2024
SELL
$72.89 - $81.43 $250,814 - $280,200
-3,441 Reduced 2.46%
136,560 $11.1 Million
Q4 2023

Jan 19, 2024
SELL
$63.01 - $75.95 $297,659 - $358,787
-4,724 Reduced 3.26%
140,001 $10.5 Million
Q2 2023

Aug 09, 2023
BUY
$65.29 - $71.03 $31,208 - $33,952
478 Added 0.33%
144,725 $10.3 Million
Q1 2023

May 05, 2023
SELL
$64.24 - $73.9 $141,328 - $162,580
-2,200 Reduced 1.5%
144,247 $9.79 Million
Q4 2022

Feb 10, 2023
SELL
$61.05 - $69.94 $61 - $69
-1 Reduced -0.0%
146,447 $9.61 Million
Q3 2022

Nov 04, 2022
BUY
$60.5 - $72.51 $574,205 - $688,192
9,491 Added 6.93%
146,448 $8.87 Million
Q2 2022

Aug 10, 2022
SELL
$60.91 - $76.4 $248,634 - $311,864
-4,082 Reduced 2.89%
136,957 $8.59 Million
Q1 2022

May 10, 2022
SELL
$70.66 - $80.89 $184,917 - $211,689
-2,617 Reduced 1.82%
141,039 $10.7 Million
Q4 2021

Jan 18, 2022
BUY
$76.01 - $83.39 $283,061 - $310,544
3,724 Added 2.66%
143,656 $11.6 Million
Q3 2021

Oct 26, 2021
BUY
$74.65 - $80.95 $202,301 - $219,374
2,710 Added 1.97%
139,932 $10.7 Million
Q2 2021

Aug 13, 2021
SELL
$74.64 - $79.12 $323,713 - $343,143
-4,337 Reduced 3.06%
137,222 $10.7 Million
Q1 2021

May 04, 2021
SELL
$67.07 - $76.85 $629,250 - $721,006
-9,382 Reduced 6.22%
141,559 $10.5 Million
Q4 2020

Jan 29, 2021
BUY
$55.93 - $68.45 $79,420 - $97,199
1,420 Added 0.95%
150,941 $10.3 Million
Q3 2020

Nov 12, 2020
SELL
$51.99 - $58.83 $550,678 - $623,127
-10,592 Reduced 6.62%
149,521 $8.3 Million
Q2 2020

Sep 09, 2020
BUY
$39.01 - $57.03 $1.28 Million - $1.88 Million
32,889 Added 25.85%
160,113 $8.43 Million
Q1 2020

May 14, 2020
SELL
$35.83 - $62.24 $265,142 - $460,576
-7,400 Reduced 5.5%
127,224 $5.36 Million
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $283,384 - $312,886
5,194 Added 4.01%
134,624 $8.1 Million
Q3 2019

Nov 12, 2019
BUY
$56.23 - $57.59 $67,532 - $69,165
1,201 Added 0.94%
129,430 $7.32 Million
Q2 2019

Aug 12, 2019
BUY
N/A
1,972 Added 1.56%
128,229 $7.32 Million
Q1 2019

May 15, 2019
BUY
N/A
13,112 Added 11.59%
126,257 $6.99 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,005 Reduced 0.88%
113,145 $5.42 Million
Q3 2018

Nov 14, 2018
BUY
N/A
13,837 Added 13.79%
114,150 $6.6 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-11,217 Reduced 10.06%
100,313 $5.51 Million
Q1 2018

May 21, 2018
BUY
N/A
3,898 Added 3.62%
111,530 $5.9 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-139,389 Reduced 56.43%
107,632 $5.72 Million
Q3 2017

Nov 09, 2017
BUY
N/A
247,021
247,021 $12.4 Million

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
Track This Portfolio

Track Alliance Wealth Management Group Portfolio

Follow Alliance Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alliance Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email