Birchbrook, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Birchbrook, Inc.

$193 Billion
Q3 2025

A detailed history of Birchbrook, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Birchbrook, Inc. holds 162,841 shares of SCHM stock, worth $4.75 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

162,841

Previous 165,884 1.83%

Holding current value

$4.75 Million

Previous $4.65 Billion 3.73%

% of portfolio

2.5%

Previous 2.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$28.15 - $30.13 $85,660 - $91,685	-3,043 Reduced 1.83%	162,841 $4.83 Billion
Q2 2025 Aug 11, 2025	SELL	$22.92 - $28.05 $442,401 - $541,421	-19,302 Reduced 10.42%	165,884 $4.65 Billion
Q1 2025 Jun 10, 2025	SELL	$25.58 - $29.24 $442,533 - $505,852	-17,300 Reduced 8.54%	185,186 $4.85 Billion
Q4 2024 Jun 10, 2025	BUY	$27.54 - $83.04 $3.67 Million - $11.1 Million	133,376 Added 192.99%	202,486 $5.61 Billion
Q3 2024 Jun 10, 2025	SELL	$75.47 - $83.18 $11,848 - $13,059	-157 Reduced 0.23%	69,110 $5.74 Billion
Q2 2024 Jun 10, 2025	SELL	$75.69 - $81.19 $84,999 - $91,176	-1,123 Reduced 1.6%	69,267 $5.39 Billion
Q1 2024 Jun 10, 2025	SELL	$72.89 - $81.43 $198,771 - $222,059	-2,727 Reduced 3.73%	70,390 $5.73 Billion
Q4 2023 Jun 10, 2025	BUY	$63.01 - $75.95 $4.61 Million - $5.55 Million	73,117 New	73,117 $5.51 Billion

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
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