Bip Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Bip Wealth, LLC

$2.72 Billion
Q3 2025

A detailed history of Bip Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bip Wealth, LLC holds 9,029 shares of SCHM stock, worth $263,285. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,029

Previous 14,681 38.5%

Holding current value

$263,285

Previous $412 Million 99.94%

% of portfolio

0.01%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$28.15 - $30.13 $159,103 - $170,294	-5,652 Reduced 38.5%	9,029 $267,000
Q2 2025 Jul 31, 2025	SELL	$22.92 - $28.05 $12,193 - $14,922	-532 Reduced 3.5%	14,681 $412 Million
Q1 2025 May 02, 2025	BUY	$25.58 - $29.24 $4,757 - $5,438	186 Added 1.24%	15,213 $399 Million
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $251,357 - $757,906	9,127 Added 154.69%	15,027 $416 Million
Q3 2024 Nov 07, 2024	BUY	$75.47 - $83.18 $159,845 - $176,175	2,118 Added 56.0%	5,900 $490 Million
Q2 2024 Aug 08, 2024	SELL	$75.69 - $81.19 $19,376 - $20,784	-256 Reduced 6.34%	3,782 $294 Million
Q1 2024 May 08, 2024	BUY	$72.89 - $81.43 $145 - $162	2 Added 0.05%	4,038 $329 Million
Q4 2023 Feb 02, 2024	SELL	$63.01 - $75.95 $1,575 - $1,898	-25 Reduced 0.62%	4,036 $304 Million
Q3 2023 Nov 09, 2023	BUY	$66.75 - $73.98 $34,443 - $38,173	516 Added 14.56%	4,061 $275 Million
Q2 2023 Jul 27, 2023	SELL	$65.29 - $71.03 $55,104 - $59,949	-844 Reduced 19.23%	3,545 $252 Million
Q1 2023 May 10, 2023	BUY	$64.24 - $73.9 $281,949 - $324,347	4,389 New	4,389 $298 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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