Archetype Wealth Partners Schwab Strategic U.S. Mid Cap Transaction History

Archetype Wealth Partners

$721 Million
Q2 2025

A detailed history of Archetype Wealth Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Archetype Wealth Partners holds 20,793 shares of SCHM stock, worth $620,255. This represents 0.08% of its overall portfolio holdings.

Number of Shares

20,793

Previous 20,787 0.03%

Holding current value

$620,255

Previous $545,000 6.97%

% of portfolio

0.08%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.92 - $28.05 $137 - $168	6 Added 0.03%	20,793 $583,000
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $345,627 - $1.04 Million	12,550 Added 152.36%	20,787 $576,000
Q2 2024 Aug 15, 2024	SELL	$75.69 - $81.19 $7,417 - $7,956	-98 Reduced 1.18%	8,237 $641,000
Q3 2023 Nov 13, 2023	SELL	$66.75 - $73.98 $11,414 - $12,650	-171 Reduced 2.01%	8,335 $564,000
Q2 2023 Aug 14, 2023	SELL	$65.29 - $71.03 $54,386 - $59,167	-833 Reduced 8.92%	8,506 $604,000
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $1,452 - $1,740	-24 Reduced 0.26%	9,339 $565,000
Q2 2022 Aug 15, 2022	SELL	$60.91 - $76.4 $184,374 - $231,262	-3,027 Reduced 24.43%	9,363 $587,000
Q1 2022 May 12, 2022	SELL	$70.66 - $80.89 $31,443 - $35,996	-445 Reduced 3.47%	12,390 $940,000
Q3 2021 Nov 12, 2021	SELL	$74.65 - $80.95 $82,115 - $89,045	-1,100 Reduced 7.89%	12,835 $984,000
Q1 2021 Apr 30, 2021	SELL	$67.07 - $76.85 $23,474 - $26,897	-350 Reduced 2.45%	13,935 $1.04 Million
Q3 2020 Oct 15, 2020	SELL	$51.99 - $58.83 $98,781 - $111,777	-1,900 Reduced 11.74%	14,285 $793,000
Q2 2020 Aug 13, 2020	SELL	$39.01 - $57.03 $154,089 - $225,268	-3,950 Reduced 19.62%	16,185 $852,000
Q1 2020 May 15, 2020	BUY	$35.83 - $62.24 $721,437 - $1.25 Million	20,135 New	20,135 $849,000

Others Institutions Holding SCHM

# of Institutions

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Archetype Wealth Partners with notifications on news.

Account

Archetype Wealth Partners Schwab Strategic U.S. Mid Cap Transaction History