A detailed history of Berkeley, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Berkeley, Inc holds 13,604 shares of SCHM stock, worth $356,016. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,604
Previous 9,370 45.19%
Holding current value
$356,016
Previous $778 Million 51.58%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Mar 28, 2025

BUY
$27.54 - $83.04 $116,604 - $351,591
4,234 Added 45.19%
13,604 $377 Million
Q4 2024

Mar 05, 2025

BUY
$27.54 - $83.04 $245,629 - $740,633
8,919 Added 190.37%
13,604 $377 Million
Q3 2024

Mar 28, 2025

SELL
$75.47 - $83.18 $319,539 - $352,184
-4,234 Reduced 31.12%
9,370 $778 Million
Q3 2024

Mar 05, 2025

SELL
$75.47 - $83.18 $5,962 - $6,571
-79 Reduced 1.66%
4,685 $389 Million
Q2 2024

Mar 28, 2025

SELL
$75.69 - $81.19 $147,595 - $158,320
-1,950 Reduced 29.04%
4,764 $371 Million
Q2 2024

Mar 05, 2025

SELL
$75.69 - $81.19 $147,595 - $158,320
-1,950 Reduced 29.04%
4,764 $371 Million
Q1 2024

Mar 28, 2025

SELL
$72.89 - $81.43 $17,930 - $20,031
-246 Reduced 3.53%
6,714 $547 Million
Q1 2024

Mar 05, 2025

SELL
$72.89 - $81.43 $17,930 - $20,031
-246 Reduced 3.53%
6,714 $547 Million
Q4 2023

Mar 28, 2025

SELL
$63.01 - $75.95 $31,000 - $37,367
-492 Reduced 6.6%
6,960 $524 Million
Q4 2023

Mar 04, 2025

SELL
$63.01 - $75.95 $31,000 - $37,367
-492 Reduced 6.6%
6,960 $524 Million
Q3 2023

Mar 28, 2025

SELL
$66.75 - $73.98 $5,006 - $5,548
-75 Reduced 1.0%
7,452 $504 Million
Q3 2023

Mar 04, 2025

SELL
$66.75 - $73.98 $5,006 - $5,548
-75 Reduced 1.0%
7,452 $504 Million
Q2 2023

Mar 28, 2025

BUY
$65.29 - $71.03 $457 - $497
7 Added 0.09%
7,527 $535 Million
Q2 2023

Mar 04, 2025

BUY
$65.29 - $71.03 $457 - $497
7 Added 0.09%
7,527 $535 Million
Q1 2023

Mar 28, 2025

SELL
$64.24 - $73.9 $4,818 - $5,542
-75 Reduced 0.99%
7,520 $510 Million
Q1 2023

Mar 04, 2025

SELL
$64.24 - $73.9 $4,818 - $5,542
-75 Reduced 0.99%
7,520 $510 Million
Q4 2022

Mar 28, 2025

SELL
$61.05 - $69.94 $366,849 - $420,269
-6,009 Reduced 44.17%
7,595 $498 Million
Q4 2022

Mar 04, 2025

SELL
$61.05 - $69.94 $5,189 - $5,944
-85 Reduced 1.11%
7,595 $498 Million
Q3 2022

Mar 28, 2025

SELL
$60.5 - $72.51 $9,135 - $10,949
-151 Reduced 1.93%
7,680 $465 Million
Q3 2022

Mar 04, 2025

SELL
$60.5 - $72.51 $9,135 - $10,949
-151 Reduced 1.93%
7,680 $465 Million
Q2 2022

Mar 28, 2025

SELL
$60.91 - $76.4 $176,029 - $220,796
-2,890 Reduced 26.96%
7,831 $491 Million
Q2 2022

Mar 04, 2025

SELL
$60.91 - $76.4 $176,029 - $220,796
-2,890 Reduced 26.96%
7,831 $491 Million
Q1 2022

Mar 28, 2025

SELL
$70.66 - $80.89 $7,913 - $9,059
-112 Reduced 1.03%
10,721 $813 Million
Q1 2022

Mar 04, 2025

SELL
$70.66 - $80.89 $7,913 - $9,059
-112 Reduced 1.03%
10,721 $813 Million
Q4 2021

Mar 28, 2025

SELL
$76.01 - $83.39 $2,584 - $2,835
-34 Reduced 0.31%
10,833 $871 Million
Q4 2021

Mar 04, 2025

SELL
$76.01 - $83.39 $2,584 - $2,835
-34 Reduced 0.31%
10,833 $871 Million
Q3 2021

Mar 28, 2025

SELL
$74.65 - $80.95 $49,642 - $53,831
-665 Reduced 5.77%
10,867 $833 Million
Q3 2021

Mar 04, 2025

SELL
$74.65 - $80.95 $49,642 - $53,831
-665 Reduced 5.77%
10,867 $833 Million
Q2 2021

Mar 28, 2025

SELL
$74.64 - $79.12 $21,944 - $23,261
-294 Reduced 2.49%
11,532 $903 Million
Q2 2021

Mar 04, 2025

SELL
$74.64 - $79.12 $21,944 - $23,261
-294 Reduced 2.49%
11,532 $903 Million
Q1 2021

Mar 28, 2025

SELL
$67.07 - $76.85 $119,250 - $136,639
-1,778 Reduced 13.07%
11,826 $880 Million
Q1 2021

Mar 04, 2025

BUY
$67.07 - $76.85 $1,475 - $1,690
22 Added 0.19%
11,826 $880 Million
Q4 2020

Mar 28, 2025

SELL
$55.93 - $68.45 $100,674 - $123,210
-1,800 Reduced 13.23%
11,804 $805 Million
Q4 2020

Feb 28, 2025

BUY
$55.93 - $68.45 $660,197 - $807,983
11,804 New
11,804 $805 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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