Bellwether Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025

A detailed history of Bellwether Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bellwether Advisors, LLC holds 1,728 shares of SCHM stock, worth $50,906. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,728
Previous 1,728 -0.0%
Holding current value
$50,906
Previous $45,000 6.67%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $47,589 - $143,493
1,728 New
1,728 $47,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $35,164 - $40,285
576 New
576 $37,000

Others Institutions Holding SCHM

# of Institutions
1,039
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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