Alpha Cubed Investments, LLC Schwab Strategic U.S. Mid Cap Transaction History

Alpha Cubed Investments, LLC

  • $2.86 Billion
  • Q3 2025

A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 7,029 shares of SCHM stock, worth $204,965. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,029
Holding current value
$204,965
% of portfolio
0.01%

Shares

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

Nov 03, 2025
BUY
$28.15 - $30.13 $197,866 - $211,783
7,029 New
7,029 $208,000
Q3 2023

Oct 19, 2023
SELL
$66.75 - $73.98 $15,886 - $17,607
-238 Reduced 2.36%
9,850 $666,000
Q2 2023

Jul 20, 2023
SELL
$65.29 - $71.03 $71,100 - $77,351
-1,089 Reduced 9.74%
10,088 $716,000
Q1 2023

Apr 26, 2023
BUY
$64.24 - $73.9 $85,246 - $98,065
1,327 Added 13.47%
11,177 $758,000
Q3 2022

Nov 03, 2022
SELL
$60.5 - $72.51 $43,318 - $51,917
-716 Reduced 6.78%
9,850 $596,000
Q2 2022

Jul 22, 2022
BUY
$60.91 - $76.4 $41,114 - $51,570
675 Added 6.82%
10,566 $663,000
Q1 2022

Apr 22, 2022
SELL
$70.66 - $80.89 $13,284 - $15,207
-188 Reduced 1.87%
9,891 $750,000
Q4 2021

Jan 19, 2022
BUY
$76.01 - $83.39 $14,289 - $15,677
188 Added 1.9%
10,079 $811,000
Q2 2021

Jul 20, 2021
BUY
$74.64 - $79.12 $3,060 - $3,243
41 Added 0.42%
9,891 $774,000
Q3 2020

Oct 14, 2020
SELL
$51.99 - $58.83 $12,321 - $13,942
-237 Reduced 2.35%
9,850 $546,000
Q2 2020

Jul 13, 2020
BUY
$39.01 - $57.03 $393,493 - $575,261
10,087 New
10,087 $531,000

Others Institutions Holding SCHM

# of Institutions
1,061
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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