Baird Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Baird Financial Group, Inc.

$50 Billion
Q1 2025

A detailed history of Baird Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Baird Financial Group, Inc. holds 240,193 shares of SCHM stock, worth $6.99 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

240,193

Previous 259,550 7.46%

Holding current value

$6.99 Million

Previous $7.19 Million 12.5%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$25.58 - $29.24 $495,152 - $565,998	-19,357 Reduced 7.46%	240,193 $6.29 Million
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $5.16 Million - $15.6 Million	187,515 Added 260.31%	259,550 $7.19 Million
Q3 2024 Nov 13, 2024	SELL	$75.47 - $83.18 $361,048 - $397,933	-4,784 Reduced 6.23%	72,035 $5.99 Million
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $911,761 - $978,014	-12,046 Reduced 13.56%	76,819 $5.98 Million
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $113,343 - $126,623	-1,555 Reduced 1.72%	88,865 $7.24 Million
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $271,132 - $326,812	4,303 Added 5.0%	90,420 $6.81 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $77,563 - $85,964	1,162 Added 1.37%	86,117 $5.83 Million
Q2 2023 Aug 11, 2023	BUY	$65.29 - $71.03 $79,066 - $86,017	1,211 Added 1.45%	84,955 $6.03 Million
Q1 2023 May 15, 2023	SELL	$64.24 - $73.9 $2.46 Million - $2.83 Million	-38,258 Reduced 31.36%	83,744 $5.68 Million
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $61,347 - $73,525	1,014 Added 1.17%	87,788 $5.31 Million
Q2 2022 Aug 08, 2022	SELL	$60.91 - $76.4 $2.28 Million - $2.86 Million	-37,390 Reduced 30.11%	86,774 $5.44 Million
Q1 2022 May 13, 2022	BUY	$70.66 - $80.89 $2.99 Million - $3.42 Million	42,245 Added 51.57%	124,164 $9.42 Million
Q4 2021 Feb 09, 2022	BUY	$76.01 - $83.39 $161,673 - $177,370	2,127 Added 2.67%	81,919 $6.59 Million
Q3 2021 Nov 12, 2021	BUY	$74.65 - $80.95 $291,732 - $316,352	3,908 Added 5.15%	79,792 $6.12 Million
Q2 2021 Aug 11, 2021	BUY	$74.64 - $79.12 $108,526 - $115,040	1,454 Added 1.95%	75,884 $5.94 Million
Q1 2021 May 13, 2021	BUY	$67.07 - $76.85 $135,883 - $155,698	2,026 Added 2.8%	74,430 $5.54 Million
Q4 2020 Feb 11, 2021	BUY	$55.93 - $68.45 $223,216 - $273,183	3,991 Added 5.83%	72,404 $4.94 Million
Q3 2020 Nov 12, 2020	SELL	$51.99 - $58.83 $5,770 - $6,530	-111 Reduced 0.16%	68,413 $3.8 Million
Q2 2020 Oct 22, 2020	SELL	$39.01 - $57.03 $1.68 Million - $2.45 Million	-42,995 Reduced 38.55%	68,524 $3.61 Million
Q2 2020 Aug 14, 2020	BUY	$39.01 - $57.03 $171,839 - $251,217	4,405 Added 4.11%	111,519 $6.71 Million
Q1 2020 May 14, 2020	SELL	$35.83 - $62.24 $399,397 - $693,789	-11,147 Reduced 9.43%	107,114 $4.52 Million
Q4 2019 Feb 14, 2020	SELL	$54.56 - $60.24 $179,393 - $198,069	-3,288 Reduced 2.71%	118,261 $7.11 Million
Q3 2019 Nov 14, 2019	SELL	$56.23 - $57.59 $302,404 - $309,719	-5,378 Reduced 4.24%	121,549 $6.87 Million
Q2 2019 Aug 14, 2019	BUY	N/A	126,927 New	126,927 $7.25 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-9,715 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	9,715	9,715 $468,000

Others Institutions Holding SCHM

# of Institutions

1,019

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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 Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.

Account

Baird Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History