Balanced Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 2025

A detailed history of Balanced Wealth Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Balanced Wealth Group LLC holds 136,461 shares of SCHM stock, worth $4.1 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

136,461

Previous 137,812 0.98%

Holding current value

$4.1 Million

Previous $3.61 Billion 8.01%

% of portfolio

1.69%

Previous 1.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$22.92 - $28.05 $30,964 - $37,895	-1,351 Reduced 0.98%	136,461 $3.9 Billion
Q1 2025 Apr 15, 2025	BUY	$25.58 - $29.24 $134,985 - $154,299	5,277 Added 3.98%	137,812 $3.61 Billion
Q4 2024 Feb 10, 2025	BUY	$27.54 - $83.04 $2.43 Million - $7.32 Million	88,135 Added 198.5%	132,535 $3.84 Billion
Q3 2024 Oct 28, 2024	SELL	$75.47 - $83.18 $58,564 - $64,547	-776 Reduced 1.72%	44,400 $3.69 Billion
Q2 2024 Aug 13, 2024	BUY	$75.69 - $81.19 $9,461 - $10,148	125 Added 0.28%	45,176 $3.48 Billion
Q1 2024 May 13, 2024	BUY	$72.89 - $81.43 $506,439 - $565,775	6,948 Added 18.23%	45,051 $3.6 Billion
Q4 2023 Feb 06, 2024	BUY	$63.01 - $75.95 $2.4 Million - $2.89 Million	38,103 New	38,103 $2.87 Billion

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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

Balanced Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History