Aspiriant, LLC Schwab Strategic U.S. Mid Cap Transaction History

Aspiriant, LLC

$3.21 Billion
Q3 2025

A detailed history of Aspiriant, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Aspiriant, LLC holds 20,475 shares of SCHM stock, worth $603,193. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,475

Previous 15,702 30.4%

Holding current value

$603,193

Previous $440,000 37.73%

% of portfolio

0.02%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$28.15 - $30.13 $134,359 - $143,810	4,773 Added 30.4%	20,475 $606,000
Q2 2025 Jul 29, 2025	SELL	$22.92 - $28.05 $779,119 - $953,503	-33,993 Reduced 68.4%	15,702 $440,000
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $934,872 - $2.82 Million	33,946 Added 215.54%	49,695 $1.38 Million
Q3 2024 Oct 17, 2024	SELL	$75.47 - $83.18 $6,188 - $6,820	-82 Reduced 0.52%	15,749 $1.31 Million
Q2 2024 Jul 15, 2024	BUY	$75.69 - $81.19 $23,009 - $24,681	304 Added 1.96%	15,831 $1.23 Million
Q1 2024 Apr 15, 2024	SELL	$72.89 - $81.43 $3,863 - $4,315	-53 Reduced 0.34%	15,527 $1.26 Million
Q4 2023 Jan 26, 2024	SELL	$63.01 - $75.95 $49,588 - $59,772	-787 Reduced 4.81%	15,580 $1.17 Million
Q3 2023 Oct 17, 2023	SELL	$66.75 - $73.98 $1,869 - $2,071	-28 Reduced 0.17%	16,367 $1.11 Million
Q2 2023 Jul 19, 2023	SELL	$65.29 - $71.03 $70,578 - $76,783	-1,081 Reduced 6.19%	16,395 $1.16 Million
Q1 2023 Apr 27, 2023	BUY	$64.24 - $73.9 $1,798 - $2,069	28 Added 0.16%	17,476 $1.19 Million
Q3 2022 Oct 28, 2022	SELL	$60.5 - $72.51 $181 - $217	-3 Reduced 0.02%	17,448 $1.06 Million
Q2 2022 Jul 25, 2022	SELL	$60.91 - $76.4 $18,273 - $22,920	-300 Reduced 1.69%	17,451 $1.09 Million
Q1 2022 May 06, 2022	SELL	$70.66 - $80.89 $39,357 - $45,055	-557 Reduced 3.04%	17,751 $1.35 Million
Q4 2021 Feb 14, 2022	SELL	$76.01 - $83.39 $40,665 - $44,613	-535 Reduced 2.84%	18,308 $1.47 Million
Q3 2021 Oct 27, 2021	SELL	$74.65 - $80.95 $17,841 - $19,347	-239 Reduced 1.25%	18,843 $1.45 Million
Q2 2021 Aug 13, 2021	SELL	$74.64 - $79.12 $7,613 - $8,070	-102 Reduced 0.53%	19,082 $1.49 Million
Q1 2021 May 11, 2021	SELL	$67.07 - $76.85 $56,875 - $65,168	-848 Reduced 4.23%	19,184 $1.43 Million
Q4 2020 Feb 01, 2021	SELL	$55.93 - $68.45 $44,296 - $54,212	-792 Reduced 3.8%	20,032 $1.37 Million
Q3 2020 Oct 29, 2020	SELL	$51.99 - $58.83 $28,646 - $32,415	-551 Reduced 2.58%	20,824 $1.16 Million
Q2 2020 Aug 06, 2020	SELL	$39.01 - $57.03 $550,119 - $804,237	-14,102 Reduced 39.75%	21,375 $1.13 Million
Q1 2020 May 05, 2020	SELL	$35.83 - $62.24 $256,041 - $444,767	-7,146 Reduced 16.77%	35,477 $1.49 Million
Q4 2019 Jan 27, 2020	SELL	$54.56 - $60.24 $47,358 - $52,288	-868 Reduced 2.0%	42,623 $2.56 Million
Q3 2019 Nov 04, 2019	SELL	$56.23 - $57.59 $331,757 - $339,781	-5,900 Reduced 11.95%	43,491 $2.46 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-4,969 Reduced 9.14%	49,391 $2.83 Million
Q1 2019 May 03, 2019	SELL	N/A	-13,771 Reduced 20.21%	54,360 $3.01 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-12,232 Reduced 15.22%	68,131 $3.27 Million
Q3 2018 Oct 26, 2018	SELL	N/A	-10,197 Reduced 11.26%	80,363 $4.65 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-13,932 Reduced 13.33%	90,560 $4.97 Million
Q1 2018 May 04, 2018	BUY	N/A	90,274 Added 634.93%	104,492 $5.53 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-156,092 Reduced 91.65%	14,218 $757,000
Q3 2017 Nov 13, 2017	BUY	N/A	170,310	170,310 $8.53 Million

Others Institutions Holding SCHM

# of Institutions

1,043

Shares Held

281M

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 Aspiriant, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspiriant, LLC with notifications on news.

Account