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

Archetype Wealth Partners

$681 Million
Q1 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 20,787 shares of SCHM stock, worth $580,996. This represents 0.08% of its overall portfolio holdings.

Number of Shares

20,787

Previous 20,787 -0.0%

Holding current value

$580,996

Previous $576,000 5.38%

% of portfolio

0.08%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,002

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

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